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 | $545,872 | -4.3% | 10,788 | -1.0% | 0.03% | +3.8% |
| Q2 2023 | $570,471 | +18.5% | 10,893 | +9.4% | 0.03% | +13.0% |
| Q1 2023 | $481,526 | +32.3% | 9,955 | +23.5% | 0.02% | +21.1% |
| Q4 2022 | $363,913 | +6.7% | 8,060 | -0.0% | 0.02% | 0.0% |
| Q3 2022 | $341,000 | -13.2% | 8,061 | -8.5% | 0.02% | -5.0% |
| Q2 2022 | $393,000 | -13.2% | 8,807 | +4.8% | 0.02% | +5.3% |
| Q1 2022 | $453,000 | -9.9% | 8,407 | +90.4% | 0.02% | -5.0% |
| Q4 2021 | $503,000 | +18.1% | 4,416 | +7.9% | 0.02% | +11.1% |
| Q3 2021 | $426,000 | -3.0% | 4,094 | -3.1% | 0.02% | 0.0% |
| Q2 2021 | $439,000 | – | 4,223 | – | 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% |