SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,089 | +6.8% | 6,899 | +10.6% | 0.02% | +9.1% |
| Q2 2023 | $326,789 | +8.3% | 6,240 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $301,829 | +7.1% | 6,240 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $281,736 | +6.7% | 6,240 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $264,000 | -5.4% | 6,240 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $279,000 | -14.2% | 6,240 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $325,000 | -8.5% | 6,240 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $355,000 | +9.2% | 3,120 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $325,000 | +0.3% | 3,120 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $324,000 | +214.6% | 3,120 | +56.0% | 0.02% | +19.0% |
| Q3 2016 | $103,000 | +3.0% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $100,000 | +2.0% | 2,000 | 0.0% | 0.02% | -4.5% |
| Q1 2016 | $98,000 | +1.0% | 2,000 | 0.0% | 0.02% | -8.3% |
| Q4 2015 | $97,000 | +5.4% | 2,000 | 0.0% | 0.02% | -4.0% |
| Q3 2015 | $92,000 | – | 2,000 | – | 0.02% | – |
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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% |