SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,682 | -7.0% | 8,178 | -2.8% | 0.14% | -11.7% |
| Q2 2023 | $441,631 | +9.1% | 8,412 | +0.3% | 0.15% | -5.5% |
| Q1 2023 | $404,698 | +6.6% | 8,391 | +0.2% | 0.16% | -3.6% |
| Q4 2022 | $379,581 | -0.1% | 8,376 | -1.2% | 0.17% | -10.1% |
| Q3 2022 | $380,000 | +1.9% | 8,475 | +2.4% | 0.19% | -5.1% |
| Q2 2022 | $373,000 | -16.9% | 8,275 | +0.4% | 0.20% | -13.2% |
| Q1 2022 | $449,000 | -4.3% | 8,241 | +100.7% | 0.23% | +6.0% |
| Q4 2021 | $469,000 | +10.4% | 4,107 | +0.4% | 0.22% | 0.0% |
| Q3 2021 | $425,000 | -0.9% | 4,091 | +0.3% | 0.22% | -1.4% |
| Q2 2021 | $429,000 | +0.5% | 4,078 | -3.3% | 0.22% | -1.4% |
| Q1 2021 | $427,000 | +8.4% | 4,215 | +0.2% | 0.22% | -8.7% |
| Q4 2020 | $394,000 | – | 4,207 | – | 0.24% | – |
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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% |