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 | $43,021 | -3.2% | 850 | +0.2% | 0.02% | 0.0% |
Q2 2023 | $44,430 | +8.5% | 848 | +0.1% | 0.02% | 0.0% |
Q1 2023 | $40,951 | -9.6% | 847 | -15.6% | 0.02% | -15.4% |
Q4 2022 | $45,275 | +7.8% | 1,003 | +0.2% | 0.03% | +4.0% |
Q3 2022 | $42,000 | -12.5% | 1,001 | -7.2% | 0.02% | -16.7% |
Q2 2022 | $48,000 | -22.6% | 1,079 | -6.3% | 0.03% | 0.0% |
Q1 2022 | $62,000 | +26.5% | 1,152 | +169.8% | 0.03% | +30.4% |
Q4 2021 | $49,000 | -2.0% | 427 | -10.9% | 0.02% | -25.8% |
Q3 2021 | $50,000 | – | 479 | – | 0.03% | – |
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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% |