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 | $595,960 | -7.2% | 11,778 | -3.9% | 0.23% | -5.8% |
Q2 2023 | $642,024 | +7.6% | 12,259 | -0.6% | 0.24% | -1.6% |
Q1 2023 | $596,664 | +1.8% | 12,335 | -5.0% | 0.24% | -4.7% |
Q4 2022 | $585,996 | +6.7% | 12,979 | +0.2% | 0.26% | -1.2% |
Q3 2022 | $549,000 | -6.3% | 12,957 | -1.2% | 0.26% | -1.1% |
Q2 2022 | $586,000 | -52.8% | 13,121 | -43.1% | 0.26% | -46.9% |
Q1 2022 | $1,242,000 | -12.2% | 23,071 | +85.6% | 0.49% | -14.1% |
Q4 2021 | $1,415,000 | – | 12,433 | – | 0.57% | – |
Download |
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% |