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 2023 | $409,658 | +27.5% | 8,096 | +32.0% | 0.01% | +20.0% |
| Q2 2023 | $321,238 | +8.7% | 6,134 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $295,589 | +6.5% | 6,111 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $277,447 | +27.3% | 6,145 | +19.2% | 0.01% | +25.0% |
| Q3 2022 | $218,000 | +1.9% | 5,156 | +7.8% | 0.00% | 0.0% |
| Q2 2022 | $214,000 | -24.9% | 4,785 | -9.4% | 0.00% | -20.0% |
| Q1 2022 | $285,000 | -3.1% | 5,284 | +104.3% | 0.01% | 0.0% |
| Q4 2021 | $294,000 | +8.1% | 2,587 | -1.1% | 0.01% | -16.7% |
| Q3 2021 | $272,000 | +1136.4% | 2,615 | +1157.2% | 0.01% | – |
| Q2 2021 | $22,000 | +29.4% | 208 | +15.6% | 0.00% | – |
| Q1 2021 | $17,000 | – | 180 | – | 0.00% | – |
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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% |