SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $311,078 | +8.3% | 5,940 | 0.0% | 0.13% | -2.2% |
| Q1 2023 | $287,318 | +7.1% | 5,940 | 0.0% | 0.14% | +0.7% |
| Q4 2022 | $268,191 | +6.4% | 5,940 | 0.0% | 0.14% | -2.9% |
| Q3 2022 | $252,000 | -4.9% | 5,940 | +0.1% | 0.14% | +2.2% |
| Q2 2022 | $265,000 | -16.9% | 5,932 | 0.0% | 0.14% | -8.1% |
| Q1 2022 | $319,000 | -1.8% | 5,932 | +107.7% | 0.15% | -0.7% |
| Q4 2021 | $325,000 | +9.4% | 2,856 | 0.0% | 0.15% | -0.7% |
| Q3 2021 | $297,000 | 0.0% | 2,856 | 0.0% | 0.15% | -9.6% |
| Q2 2021 | $297,000 | -9.7% | 2,856 | -16.8% | 0.17% | -18.5% |
| Q1 2021 | $329,000 | +32.7% | 3,431 | +25.7% | 0.20% | +17.1% |
| Q4 2020 | $248,000 | +12.7% | 2,729 | 0.0% | 0.18% | -6.4% |
| Q3 2020 | $220,000 | – | 2,729 | – | 0.19% | – |
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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% |