SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $932,152 | -9.6% | 18,414 | -6.4% | 0.06% | -8.2% |
Q2 2023 | $1,030,683 | +4.6% | 19,680 | -3.4% | 0.06% | -1.6% |
Q1 2023 | $985,364 | -1.6% | 20,371 | -8.1% | 0.06% | -13.9% |
Q4 2022 | $1,001,140 | +3.6% | 22,174 | -2.9% | 0.07% | -7.7% |
Q3 2022 | $966,000 | -99.9% | 22,833 | +0.3% | 0.08% | +1.3% |
Q2 2022 | $1,016,943,000 | +83324.4% | 22,770 | +0.5% | 0.08% | -4.9% |
Q1 2022 | $1,219,000 | -5.3% | 22,647 | +100.2% | 0.08% | -3.6% |
Q4 2021 | $1,287,000 | +3.0% | 11,313 | -5.9% | 0.08% | -5.6% |
Q3 2021 | $1,250,000 | -15.5% | 12,018 | -15.5% | 0.09% | -25.2% |
Q2 2021 | $1,479,000 | -30.9% | 14,226 | -36.2% | 0.12% | -33.5% |
Q1 2021 | $2,140,000 | -26.7% | 22,288 | -30.6% | 0.18% | -44.2% |
Q4 2020 | $2,921,000 | – | 32,125 | – | 0.32% | – |
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% |