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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,331 | +5.3% | 164,652 | +9.0% | 0.03% | +4.0% |
| Q2 2023 | $7,914 | +17.1% | 151,122 | +8.2% | 0.02% | +13.6% |
| Q1 2023 | $6,757 | +4.8% | 139,703 | -2.1% | 0.02% | 0.0% |
| Q4 2022 | $6,446 | -99.9% | 142,764 | +2.6% | 0.02% | 0.0% |
| Q3 2022 | $6,215,000 | 0.0% | 139,171 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $6,215,000 | +12.3% | 139,171 | +35.4% | 0.02% | +22.2% |
| Q1 2022 | $5,535,000 | +1273.4% | 102,793 | +2801.3% | 0.02% | +1700.0% |
| Q4 2021 | $403,000 | +12.6% | 3,543 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $358,000 | +1.4% | 3,441 | +1.4% | 0.00% | 0.0% |
| Q2 2021 | $353,000 | – | 3,392 | – | 0.00% | – |
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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% |