SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,218,914 | +4.0% | 458,872 | +7.7% | 1.16% | +3.4% |
| Q2 2023 | $22,318,817 | +17.7% | 426,176 | +8.7% | 1.12% | +9.9% |
| Q1 2023 | $18,964,399 | +17.1% | 392,069 | +9.3% | 1.02% | +5.6% |
| Q4 2022 | $16,200,055 | +31.3% | 358,805 | +23.2% | 0.97% | +24.9% |
| Q3 2022 | $12,334,000 | -3.2% | 291,250 | +2.1% | 0.78% | -7.7% |
| Q2 2022 | $12,736,000 | -10.4% | 285,173 | +8.1% | 0.84% | +15.8% |
| Q1 2022 | $14,208,000 | +2.6% | 263,851 | +116.9% | 0.73% | +4.8% |
| Q4 2021 | $13,846,000 | +12.9% | 121,644 | +3.2% | 0.69% | -1.3% |
| Q3 2021 | $12,260,000 | +5.0% | 117,855 | +5.0% | 0.70% | +6.0% |
| Q2 2021 | $11,672,000 | +3.5% | 112,266 | -4.4% | 0.66% | -4.2% |
| Q1 2021 | $11,274,000 | +4.0% | 117,403 | -1.5% | 0.69% | -6.4% |
| Q4 2020 | $10,843,000 | +30.3% | 119,223 | +15.5% | 0.74% | +15.3% |
| Q3 2020 | $8,323,000 | +11.0% | 103,233 | +2.0% | 0.64% | +3.6% |
| Q2 2020 | $7,497,000 | +532.1% | 101,176 | +422.4% | 0.62% | +338.3% |
| Q1 2020 | $1,186,000 | – | 19,367 | – | 0.14% | – |
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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% |