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 | $24,515,204 | -2.2% | 484,490 | +1.2% | 0.30% | +10.9% |
| Q2 2023 | $25,068,391 | +2.8% | 478,678 | -5.1% | 0.27% | -11.3% |
| Q1 2023 | $24,388,498 | +3845.1% | 504,207 | +3582.5% | 0.30% | +1268.2% |
| Q4 2022 | $618,200 | +24.6% | 13,692 | +16.9% | 0.02% | +10.0% |
| Q3 2022 | $496,000 | +1.0% | 11,717 | +6.6% | 0.02% | 0.0% |
| Q2 2022 | $491,000 | +5.8% | 10,989 | +27.6% | 0.02% | +25.0% |
| Q1 2022 | $464,000 | +1.3% | 8,613 | +114.1% | 0.02% | +6.7% |
| Q4 2021 | $458,000 | +15166.7% | 4,022 | +9476.2% | 0.02% | – |
| Q2 2020 | $3,000 | -90.9% | 42 | -92.3% | 0.00% | -100.0% |
| Q1 2020 | $33,000 | +312.5% | 543 | +432.4% | 0.00% | +100.0% |
| Q4 2019 | $8,000 | – | 102 | – | 0.00% | – |
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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% |