SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,692,000 | +55.6% | 63,563 | +64.1% | 0.26% | +66.5% |
| Q2 2022 | $1,730,000 | -17.1% | 38,739 | 0.0% | 0.16% | -2.5% |
| Q1 2022 | $2,086,000 | -5.4% | 38,739 | +100.0% | 0.16% | -0.6% |
| Q4 2021 | $2,205,000 | +9.4% | 19,370 | 0.0% | 0.16% | +3.2% |
| Q3 2021 | $2,015,000 | -1.5% | 19,370 | -1.5% | 0.16% | -0.6% |
| Q2 2021 | $2,045,000 | +8.3% | 19,670 | 0.0% | 0.16% | -2.5% |
| Q1 2021 | $1,889,000 | +5.5% | 19,670 | -0.1% | 0.16% | +0.6% |
| Q4 2020 | $1,791,000 | +7.1% | 19,695 | -5.1% | 0.16% | -0.6% |
| Q3 2020 | $1,673,000 | +13.1% | 20,750 | +3.9% | 0.16% | +3.9% |
| Q2 2020 | $1,479,000 | +7.8% | 19,962 | -10.9% | 0.15% | -11.0% |
| Q1 2020 | $1,372,000 | +305.9% | 22,407 | +408.7% | 0.17% | +424.2% |
| Q4 2019 | $338,000 | – | 4,405 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |