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 | $76,406 | -4.1% | 1,510 | -0.7% | 0.04% | -15.7% |
| Q2 2023 | $79,655 | +4.3% | 1,521 | -3.7% | 0.05% | +2.0% |
| Q1 2023 | $76,376 | +41.4% | 1,579 | +32.7% | 0.05% | +35.1% |
| Q4 2022 | $54,000 | +8.0% | 1,190 | +0.7% | 0.04% | -9.8% |
| Q3 2022 | $50,000 | +400.0% | 1,182 | +444.7% | 0.04% | +412.5% |
| Q2 2022 | $10,000 | -80.4% | 217 | -77.3% | 0.01% | -78.4% |
| Q1 2022 | $51,000 | -8.9% | 956 | +94.7% | 0.04% | -9.8% |
| Q4 2021 | $56,000 | – | 491 | – | 0.04% | – |
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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% |