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 | $4,191,913 | -3.0% | 82,844 | +0.4% | 0.58% | -6.3% |
| Q2 2023 | $4,323,114 | +15.7% | 82,549 | +6.8% | 0.62% | +2.2% |
| Q1 2023 | $3,737,601 | +7.5% | 77,271 | +0.4% | 0.60% | -23.7% |
| Q4 2022 | $3,475,439 | +7.1% | 76,975 | +0.4% | 0.79% | -8.5% |
| Q3 2022 | $3,245,000 | -4.8% | 76,633 | +0.4% | 0.86% | +43.1% |
| Q2 2022 | $3,408,000 | -17.1% | 76,302 | 0.0% | 0.60% | -6.1% |
| Q1 2022 | $4,109,000 | -8.0% | 76,302 | +94.5% | 0.64% | +19.8% |
| Q4 2021 | $4,465,000 | – | 39,225 | – | 0.54% | – |
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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% |