SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364 | -3.2% | 7,188 | +0.2% | 0.39% | -2.7% |
| Q2 2023 | $376 | +13.3% | 7,174 | +4.4% | 0.40% | +19.3% |
| Q1 2023 | $332 | -5.4% | 6,869 | -11.6% | 0.34% | -13.6% |
| Q4 2022 | $351 | -99.9% | 7,773 | -1.4% | 0.39% | -3.2% |
| Q3 2022 | $334,000 | -40.0% | 7,883 | +51.9% | 0.40% | -28.1% |
| Q1 2022 | $557,000 | -5.8% | 5,190 | +0.0% | 0.56% | -5.7% |
| Q4 2021 | $591,000 | +16.8% | 5,189 | +6.8% | 0.59% | +10.0% |
| Q3 2021 | $506,000 | +11.5% | 4,860 | +11.3% | 0.54% | +19.2% |
| Q2 2021 | $454,000 | +3.4% | 4,367 | -4.5% | 0.45% | -7.4% |
| Q1 2021 | $439,000 | -5.4% | 4,572 | -10.5% | 0.49% | -12.1% |
| Q4 2020 | $464,000 | +60.6% | 5,107 | +42.6% | 0.56% | +38.1% |
| Q3 2020 | $289,000 | +11.6% | 3,582 | +2.5% | 0.40% | +16.9% |
| Q2 2020 | $259,000 | -15.9% | 3,495 | -30.5% | 0.34% | -17.7% |
| Q1 2020 | $308,000 | -7.5% | 5,028 | +15.9% | 0.42% | +31.4% |
| Q4 2019 | $333,000 | +26.1% | 4,339 | +16.6% | 0.32% | +26.2% |
| Q3 2019 | $264,000 | +30.0% | 3,722 | +28.5% | 0.25% | +40.8% |
| Q2 2019 | $203,000 | – | 2,897 | – | 0.18% | – |
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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% |