SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,090,720 | -6.5% | 140,133 | -3.2% | 1.08% | -1.7% |
| Q2 2023 | $7,583,458 | +8.5% | 144,805 | +0.2% | 1.10% | +1.9% |
| Q1 2023 | $6,989,319 | +5.2% | 144,497 | -1.8% | 1.08% | -0.2% |
| Q4 2022 | $6,642,712 | +4.4% | 147,125 | -2.1% | 1.08% | -7.6% |
| Q3 2022 | $6,364,000 | -5.7% | 150,267 | -0.5% | 1.17% | +13.2% |
| Q2 2022 | $6,748,000 | -18.9% | 151,089 | -2.2% | 1.04% | -7.8% |
| Q1 2022 | $8,323,000 | -8.0% | 154,565 | +94.4% | 1.12% | -5.2% |
| Q4 2021 | $9,048,000 | – | 79,492 | – | 1.18% | – |
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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% |