SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,465 | -3.4% | 108 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $5,656 | +8.3% | 108 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $5,224 | +7.1% | 108 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4,876 | -98.3% | 108 | -98.4% | 0.00% | -97.3% |
Q3 2022 | $283,000 | -16.8% | 6,680 | -12.2% | 0.04% | -19.6% |
Q2 2022 | $340,000 | -15.8% | 7,610 | +1.4% | 0.05% | -6.1% |
Q1 2022 | $404,000 | -14.9% | 7,502 | +79.7% | 0.05% | -14.0% |
Q4 2021 | $475,000 | +9.4% | 4,174 | 0.0% | 0.06% | -6.6% |
Q3 2021 | $434,000 | -4.4% | 4,174 | -4.3% | 0.06% | -7.6% |
Q2 2021 | $454,000 | +8.4% | 4,363 | 0.0% | 0.07% | -2.9% |
Q1 2021 | $419,000 | +6.6% | 4,363 | +0.9% | 0.07% | -6.8% |
Q4 2020 | $393,000 | +39.9% | 4,325 | +24.2% | 0.07% | +19.7% |
Q3 2020 | $281,000 | +8.9% | 3,481 | 0.0% | 0.06% | +7.0% |
Q2 2020 | $258,000 | +14.2% | 3,481 | -5.9% | 0.06% | +50.0% |
Q1 2020 | $226,000 | -18.7% | 3,698 | +1.6% | 0.04% | +11.8% |
Q4 2019 | $278,000 | – | 3,638 | – | 0.03% | – |
Download |
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% |