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 | $5,457,030 | -5.0% | 107,316 | +0.5% | 3.90% | -3.2% |
| Q2 2023 | $5,746,983 | +12.0% | 106,801 | -0.4% | 4.03% | +3.1% |
| Q1 2023 | $5,129,574 | -0.6% | 107,201 | +0.3% | 3.91% | -1.6% |
| Q4 2022 | $5,160,796 | +29.3% | 106,871 | +13.4% | 3.97% | +14.0% |
| Q3 2022 | $3,992,000 | -7.9% | 94,264 | -0.9% | 3.49% | -1.6% |
| Q2 2022 | $4,335,000 | -6.9% | 95,159 | +1.4% | 3.54% | -3.3% |
| Q1 2022 | $4,654,000 | -8.0% | 93,838 | +97.8% | 3.66% | -4.1% |
| Q4 2021 | $5,060,000 | – | 47,432 | – | 3.82% | – |
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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% |