SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,255 | +223.1% | 234 | +178.6% | 0.00% | 0.0% |
| Q4 2022 | $3,793 | -82.8% | 84 | -83.8% | 0.00% | -66.7% |
| Q3 2022 | $22,000 | -15.4% | 518 | -9.8% | 0.00% | -25.0% |
| Q2 2022 | $26,000 | +420.0% | 574 | +485.7% | 0.00% | +300.0% |
| Q1 2022 | $5,000 | -16.7% | 98 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | -97.7% | 49 | -98.7% | 0.00% | -99.2% |
| Q3 2018 | $264,000 | -54.1% | 3,791 | -65.9% | 0.12% | +40.5% |
| Q3 2016 | $575,000 | – | 11,131 | – | 0.08% | – |
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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% |