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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,054 | -45.7% | 58 | -50.0% | 0.00% | 0.0% |
| Q1 2023 | $5,620 | +115.1% | 116 | +100.0% | 0.00% | 0.0% |
| Q4 2022 | $2,613 | +30.6% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -99.1% | 58 | -98.4% | 0.00% | -98.8% |
| Q4 2018 | $216,000 | -25.3% | 3,623 | -12.8% | 0.16% | -8.5% |
| Q3 2018 | $289,000 | +24.6% | 4,156 | +16.4% | 0.18% | +14.9% |
| Q2 2018 | $232,000 | +16.0% | 3,570 | +12.8% | 0.15% | +32.8% |
| Q1 2018 | $200,000 | -1.5% | 3,164 | -0.4% | 0.12% | -9.4% |
| Q4 2017 | $203,000 | -10.2% | 3,177 | -18.9% | 0.13% | -17.4% |
| Q2 2017 | $226,000 | -4.6% | 3,916 | -7.0% | 0.16% | -12.4% |
| Q1 2017 | $237,000 | – | 4,211 | – | 0.18% | – |
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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% |