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 | $803,434 | -3.5% | 15,878 | -0.1% | 0.10% | 0.0% |
| Q2 2023 | $832,361 | -6.6% | 15,894 | -13.8% | 0.10% | -28.0% |
| Q1 2023 | $891,546 | +8.6% | 18,432 | +1.4% | 0.13% | +1.5% |
| Q4 2022 | $821,089 | -4.0% | 18,186 | -9.9% | 0.13% | -34.7% |
| Q3 2022 | $855,000 | +37.5% | 20,185 | +44.9% | 0.20% | +22.8% |
| Q2 2022 | $622,000 | -19.7% | 13,932 | -3.2% | 0.16% | -3.0% |
| Q1 2022 | $775,000 | +36.7% | 14,386 | +188.6% | 0.17% | +36.9% |
| Q4 2021 | $567,000 | +316.9% | 4,984 | -59.5% | 0.12% | +351.9% |
| Q3 2021 | $136,000 | 0.0% | 12,306 | 0.0% | 0.03% | -12.9% |
| Q2 2021 | $136,000 | – | 12,306 | – | 0.03% | – |
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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% |