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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $76,093 | -13.6% | 1,453 | -20.2% | 0.01% | -18.2% |
| Q1 2023 | $88,023 | +7.3% | 1,820 | +0.1% | 0.01% | +10.0% |
| Q4 2022 | $82,062 | +6.6% | 1,818 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $77,000 | -4.9% | 1,815 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $81,000 | -12.0% | 1,812 | +6.0% | 0.01% | 0.0% |
| Q1 2022 | $92,000 | -5.2% | 1,710 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $97,000 | +9.0% | 855 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $89,000 | +39.1% | 854 | +38.4% | 0.01% | +42.9% |
| Q2 2021 | $64,000 | +8.5% | 617 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | -40.4% | 617 | -43.1% | 0.01% | -50.0% |
| Q4 2020 | $99,000 | +17.9% | 1,084 | +4.6% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | +9.1% | 1,036 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $77,000 | +22.2% | 1,036 | 0.0% | 0.01% | +7.7% |
| Q1 2020 | $63,000 | +96.9% | 1,036 | +144.9% | 0.01% | +62.5% |
| Q4 2019 | $32,000 | -8.6% | 423 | -15.1% | 0.01% | -11.1% |
| Q3 2019 | $35,000 | 0.0% | 498 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $35,000 | +2.9% | 498 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $34,000 | +13.3% | 498 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $30,000 | -14.3% | 498 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $35,000 | -46.2% | 498 | -50.1% | 0.01% | -50.0% |
| Q2 2018 | $65,000 | – | 998 | – | 0.02% | – |
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% |