SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,700 | +31.8% | 6,616 | +16.5% | 0.11% | +16.5% |
| Q2 2022 | $254,000 | -19.9% | 5,681 | -3.5% | 0.10% | -7.6% |
| Q1 2022 | $317,000 | -8.6% | 5,886 | +93.4% | 0.10% | -11.0% |
| Q4 2021 | $347,000 | +2.7% | 3,044 | -1.3% | 0.12% | -4.1% |
| Q3 2021 | $338,000 | +252.1% | 3,084 | +125.9% | 0.12% | +261.8% |
| Q2 2019 | $96,000 | +182.4% | 1,365 | +173.0% | 0.03% | +78.9% |
| Q1 2019 | $34,000 | +13.3% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $30,000 | – | 500 | – | 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% |