SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,090,059 | -5.5% | 21,543 | -2.2% | 0.02% | +14.3% |
| Q2 2023 | $1,153,725 | -73.8% | 22,030 | -75.8% | 0.02% | -66.1% |
| Q1 2023 | $4,408,881 | +58.0% | 91,149 | +47.5% | 0.06% | +63.2% |
| Q4 2022 | $2,790,794 | +229.1% | 61,812 | +208.6% | 0.04% | +216.7% |
| Q3 2022 | $848,000 | +250.4% | 20,028 | +346.0% | 0.01% | +300.0% |
| Q1 2022 | $242,000 | -57.5% | 4,491 | -10.4% | 0.00% | -66.7% |
| Q4 2021 | $570,000 | +4.6% | 5,012 | -4.3% | 0.01% | +28.6% |
| Q3 2021 | $545,000 | +2.8% | 5,239 | +2.9% | 0.01% | 0.0% |
| Q2 2021 | $530,000 | -14.2% | 5,093 | -21.0% | 0.01% | -22.2% |
| Q1 2021 | $618,000 | – | 6,449 | – | 0.01% | – |
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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% |