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 | $2,323 | -4.6% | 45,907 | -1.2% | 0.98% | +0.8% |
| Q2 2023 | $2,434 | +6.7% | 46,485 | -1.5% | 0.97% | +1.6% |
| Q1 2023 | $2,282 | +7.8% | 47,182 | +0.6% | 0.96% | +1.8% |
| Q4 2022 | $2,117 | -99.9% | 46,883 | +2.1% | 0.94% | +3.4% |
| Q3 2022 | $1,945,000 | -10.2% | 45,922 | +3.4% | 0.91% | +4.0% |
| Q2 2022 | $2,165,000 | -9.4% | 44,407 | +0.1% | 0.88% | +0.2% |
| Q1 2022 | $2,389,000 | -8.4% | 44,360 | +93.6% | 0.87% | -6.4% |
| Q4 2021 | $2,608,000 | +12.6% | 22,916 | +2.9% | 0.93% | +8.5% |
| Q3 2021 | $2,317,000 | -4.1% | 22,275 | -4.2% | 0.86% | -4.2% |
| Q2 2021 | $2,417,000 | +6.7% | 23,245 | -1.5% | 0.90% | +14.4% |
| Q1 2021 | $2,265,000 | +15.9% | 23,590 | +9.8% | 0.78% | +2.5% |
| Q4 2020 | $1,954,000 | +23.7% | 21,483 | +9.7% | 0.77% | +7.1% |
| Q3 2020 | $1,580,000 | – | 19,592 | – | 0.72% | – |
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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% |