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 | $26,503,781 | -1.5% | 523,790 | +2.0% | 12.90% | +1.6% |
| Q2 2023 | $26,905,308 | +15.8% | 513,754 | +7.0% | 12.69% | +2.4% |
| Q1 2023 | $23,235,403 | +19.6% | 480,368 | +11.7% | 12.40% | +8.0% |
| Q4 2022 | $19,424,070 | +5.5% | 430,212 | -1.0% | 11.48% | -2.6% |
| Q3 2022 | $18,413,000 | -1.9% | 434,774 | +3.5% | 11.78% | +2.1% |
| Q2 2022 | $18,767,000 | -16.2% | 420,220 | +1.1% | 11.54% | -6.8% |
| Q1 2022 | $22,382,000 | -4.4% | 415,631 | +102.0% | 12.38% | +0.7% |
| Q4 2021 | $23,421,000 | +12.1% | 205,776 | +2.4% | 12.30% | +3.8% |
| Q3 2021 | $20,895,000 | +2.2% | 200,858 | +2.1% | 11.85% | -0.4% |
| Q2 2021 | $20,444,000 | +12.5% | 196,632 | +3.9% | 11.90% | +3.5% |
| Q1 2021 | $18,176,000 | -1.3% | 189,275 | -6.5% | 11.50% | -7.5% |
| Q4 2020 | $18,419,000 | – | 202,512 | – | 12.42% | – |
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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% |