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 | $602,090 | -7.9% | 11,899 | -4.6% | 0.22% | -3.6% |
| Q2 2023 | $653,520 | +8.5% | 12,479 | +0.2% | 0.22% | 0.0% |
| Q1 2023 | $602,424 | +7.3% | 12,454 | +0.2% | 0.22% | -4.3% |
| Q4 2022 | $561,183 | +6.9% | 12,429 | +0.2% | 0.24% | -4.9% |
| Q3 2022 | $525,000 | -4.9% | 12,400 | +0.2% | 0.25% | -5.4% |
| Q2 2022 | $552,000 | +152.1% | 12,372 | +292.3% | 0.26% | +59.1% |
| Q3 2018 | $219,000 | +19.7% | 3,154 | +11.9% | 0.16% | +0.6% |
| Q2 2018 | $183,000 | +161.4% | 2,818 | +155.9% | 0.16% | +158.7% |
| Q4 2017 | $70,000 | – | 1,101 | – | 0.06% | – |
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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% |