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 | $8,118,755 | -3.4% | 160,450 | +0.0% | 3.64% | -0.5% |
| Q2 2023 | $8,401,233 | +4.6% | 160,421 | -3.4% | 3.66% | +6.7% |
| Q1 2023 | $8,034,872 | +6.6% | 166,113 | -0.5% | 3.43% | +24.1% |
| Q4 2022 | $7,539,088 | +6.6% | 166,979 | 0.0% | 2.76% | -15.5% |
| Q3 2022 | $7,072,000 | -5.2% | 166,979 | 0.0% | 3.27% | -7.0% |
| Q2 2022 | $7,457,000 | -17.1% | 166,979 | 0.0% | 3.52% | -8.8% |
| Q1 2022 | $8,992,000 | -5.4% | 166,979 | +100.0% | 3.86% | +9.1% |
| Q4 2021 | $9,503,000 | – | 83,490 | – | 3.54% | – |
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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% |