SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,405,256 | +20.7% | 67,298 | +15.4% | 3.20% | +12.9% |
Q1 2023 | $2,821,465 | +11.8% | 58,331 | +4.3% | 2.84% | +5.9% |
Q4 2022 | $2,524,065 | +9.5% | 55,904 | +2.7% | 2.68% | +0.2% |
Q3 2022 | $2,306,000 | +7.1% | 54,457 | +12.9% | 2.67% | +10.7% |
Q2 2022 | $2,154,000 | -5.2% | 48,239 | +7.5% | 2.41% | +3.1% |
Q1 2022 | $2,273,000 | -6.5% | 44,879 | +110.0% | 2.34% | +0.8% |
Q4 2021 | $2,432,000 | – | 21,368 | – | 2.32% | – |
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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% |