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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,416,374 | +52.4% | 25,113 | +36.7% | 0.20% | +56.8% |
| Q3 2023 | $929,522 | +98.2% | 18,370 | +105.1% | 0.12% | +86.6% |
| Q2 2023 | $469,078 | -16.9% | 8,957 | -23.2% | 0.07% | -24.7% |
| Q1 2023 | $564,182 | +18.8% | 11,664 | +10.9% | 0.09% | +6.0% |
| Q4 2022 | $474,928 | +7.9% | 10,519 | +1.2% | 0.08% | -23.6% |
| Q3 2022 | $440,000 | -6.6% | 10,396 | -1.4% | 0.11% | -17.3% |
| Q2 2022 | $471,000 | -17.1% | 10,544 | +0.0% | 0.13% | -6.3% |
| Q1 2022 | $568,000 | +54.8% | 10,542 | +226.8% | 0.14% | +47.9% |
| Q4 2021 | $367,000 | – | 3,226 | – | 0.10% | – |
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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% |