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 | $237,668 | -3.4% | 4,697 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $245,982 | +11.0% | 4,697 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $221,631 | -9.2% | 4,582 | +1.1% | 0.00% | -40.0% |
| Q1 2022 | $244,000 | -55.0% | 4,534 | -41.1% | 0.01% | -66.7% |
| Q2 2021 | $542,000 | +90.8% | 7,704 | +160.5% | 0.02% | +66.7% |
| Q1 2021 | $284,000 | -27.4% | 2,957 | -29.4% | 0.01% | -40.0% |
| Q4 2020 | $391,000 | -17.9% | 4,190 | -34.8% | 0.02% | -44.4% |
| Q2 2020 | $476,000 | -74.0% | 6,422 | -78.5% | 0.03% | -76.5% |
| Q1 2020 | $1,833,000 | -7.0% | 29,919 | +16.5% | 0.12% | -1.7% |
| Q4 2019 | $1,972,000 | +14.5% | 25,674 | +7.1% | 0.12% | +7.3% |
| Q3 2019 | $1,722,000 | +18.2% | 23,982 | +15.5% | 0.11% | +2.8% |
| Q2 2019 | $1,457,000 | – | 20,760 | – | 0.11% | – |
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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% |