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 | $22,165,894 | -4.2% | 438,061 | -2.0% | 22.01% | +0.2% |
Q2 2023 | $23,143,716 | +104917.3% | 446,876 | -1.9% | 21.96% | -6.1% |
Q1 2023 | $22,038 | +6.9% | 455,609 | -0.2% | 23.39% | -0.5% |
Q4 2022 | $20,607 | -99.9% | 456,413 | +1.2% | 23.52% | -1.8% |
Q3 2022 | $19,100,000 | -2.9% | 451,001 | +2.4% | 23.93% | +2.9% |
Q2 2022 | $19,677,000 | -16.4% | 440,597 | +0.8% | 23.25% | +0.6% |
Q1 2022 | $23,539,000 | -4.4% | 437,121 | +102.0% | 23.10% | +1.4% |
Q4 2021 | $24,632,000 | – | 216,414 | – | 22.78% | – |
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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% |