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 | $280,904 | -3.2% | 5,551 | +0.2% | 0.09% | +5.6% |
Q2 2023 | $290,125 | +8.5% | 5,540 | +0.2% | 0.09% | -1.1% |
Q1 2023 | $267,423 | +3.6% | 5,529 | -3.3% | 0.09% | -10.0% |
Q4 2022 | $258,127 | +6.7% | 5,717 | +0.2% | 0.10% | -2.9% |
Q3 2022 | $242,000 | +11.5% | 5,704 | +41.4% | 0.10% | +77.6% |
Q1 2022 | $217,000 | -47.5% | 4,033 | +11.3% | 0.06% | -44.8% |
Q4 2021 | $413,000 | +9.8% | 3,625 | +0.2% | 0.10% | +1.0% |
Q3 2021 | $376,000 | +0.3% | 3,619 | +0.3% | 0.10% | +23.8% |
Q2 2021 | $375,000 | +8.1% | 3,608 | 0.0% | 0.08% | -1.2% |
Q1 2021 | $347,000 | +4.5% | 3,608 | -1.3% | 0.08% | 0.0% |
Q4 2020 | $332,000 | +12.9% | 3,654 | +0.2% | 0.08% | 0.0% |
Q3 2020 | $294,000 | +75.0% | 3,647 | +52.0% | 0.08% | +26.9% |
Q2 2019 | $168,000 | -40.2% | 2,400 | -42.2% | 0.07% | -54.7% |
Q1 2019 | $281,000 | -25.9% | 4,150 | -29.1% | 0.15% | -35.1% |
Q4 2018 | $379,000 | – | 5,850 | – | 0.23% | – |
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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% |