SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,424,005 | +6.4% | 28,143 | +10.1% | 0.02% | +6.7% |
| Q2 2023 | $1,338,785 | +10.4% | 25,564 | +1.7% | 0.02% | 0.0% |
| Q1 2023 | $1,212,776 | +43.5% | 25,137 | +32.2% | 0.02% | -34.8% |
| Q4 2022 | $845,276 | +9.2% | 19,020 | +4.0% | 0.02% | +76.9% |
| Q3 2022 | $774,000 | -30.7% | 18,285 | -26.9% | 0.01% | -31.6% |
| Q2 2022 | $1,117,000 | -6.7% | 25,018 | +12.5% | 0.02% | 0.0% |
| Q1 2022 | $1,197,000 | -16.1% | 22,234 | +77.4% | 0.02% | -13.6% |
| Q4 2021 | $1,426,000 | +36.2% | 12,532 | +24.5% | 0.02% | -15.4% |
| Q3 2021 | $1,047,000 | +55.3% | 10,069 | +55.5% | 0.03% | +44.4% |
| Q2 2021 | $674,000 | +6.3% | 6,477 | -2.0% | 0.02% | -5.3% |
| Q1 2021 | $634,000 | – | 6,607 | – | 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% |