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 | $5,295,916 | -3.1% | 104,662 | +0.3% | 2.98% | -1.3% |
| Q2 2023 | $5,462,605 | +7.8% | 104,308 | -0.4% | 3.02% | +0.1% |
| Q1 2023 | $5,067,167 | +5.3% | 104,758 | -1.8% | 3.02% | -2.5% |
| Q4 2022 | $4,814,109 | +5.5% | 106,625 | -1.1% | 3.10% | -6.5% |
| Q3 2022 | $4,564,000 | -5.3% | 107,776 | -0.1% | 3.32% | -6.3% |
| Q2 2022 | $4,819,000 | -27.4% | 107,899 | -12.5% | 3.54% | -15.6% |
| Q1 2022 | $6,642,000 | -6.5% | 123,337 | +97.7% | 4.20% | -0.8% |
| Q4 2021 | $7,102,000 | +7.7% | 62,397 | -1.5% | 4.23% | -0.4% |
| Q3 2021 | $6,592,000 | -0.7% | 63,371 | -0.7% | 4.25% | -2.8% |
| Q2 2021 | $6,638,000 | -4.9% | 63,843 | -8.4% | 4.37% | -8.3% |
| Q1 2021 | $6,977,000 | +6.0% | 69,663 | -2.0% | 4.76% | -3.1% |
| Q4 2020 | $6,582,000 | – | 71,056 | – | 4.92% | – |
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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% |