SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,500,508 | -1.5% | 69,180 | +1.9% | 1.58% | -21.3% |
Q2 2023 | $3,554,980 | +8.1% | 67,882 | -0.2% | 2.00% | -5.8% |
Q1 2023 | $3,289,740 | +102962.0% | 68,012 | -3.8% | 2.12% | +10.9% |
Q4 2022 | $3,192 | -99.9% | 70,706 | -5.8% | 1.92% | -7.9% |
Q3 2022 | $3,179,000 | -5.1% | 75,059 | +0.0% | 2.08% | -4.8% |
Q2 2022 | $3,351,000 | -13.7% | 75,039 | +4.1% | 2.19% | -4.0% |
Q1 2022 | $3,883,000 | -6.8% | 72,106 | +97.0% | 2.28% | -5.4% |
Q4 2021 | $4,166,000 | – | 36,603 | – | 2.41% | – |
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% |