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 | $202,400 | -3.4% | 4,000 | 0.0% | 0.13% | +8.3% |
| Q2 2023 | $209,480 | +24.0% | 4,000 | 0.0% | 0.12% | +16.3% |
| Q3 2022 | $169,000 | -5.6% | 4,000 | 0.0% | 0.10% | +5.1% |
| Q2 2022 | $179,000 | -16.7% | 4,000 | 0.0% | 0.10% | +10.0% |
| Q1 2022 | $215,000 | -5.3% | 4,000 | +100.0% | 0.09% | +8.4% |
| Q4 2021 | $227,000 | -99.9% | 2,000 | 0.0% | 0.08% | -22.4% |
| Q3 2021 | $208,060,000 | +99928.8% | 2,000 | 0.0% | 0.11% | -42.8% |
| Q2 2021 | $208,000 | +8.3% | 2,000 | 0.0% | 0.19% | -15.8% |
| Q1 2021 | $192,000 | +5.5% | 2,000 | 0.0% | 0.22% | -18.4% |
| Q4 2020 | $182,000 | +13.0% | 2,000 | 0.0% | 0.27% | -8.1% |
| Q3 2020 | $161,000 | – | 2,000 | – | 0.30% | – |
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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% |