SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $404,597 | -3.4% | 7,996 | 0.0% | 0.28% | -0.4% |
Q2 2023 | $418,751 | +8.3% | 7,996 | 0.0% | 0.28% | +7.8% |
Q1 2023 | $386,767 | +7.1% | 7,996 | 0.0% | 0.26% | +35.3% |
Q4 2022 | $361,020 | +7.8% | 7,996 | +1.0% | 0.19% | -15.2% |
Q3 2022 | $335,000 | -4.8% | 7,920 | +0.6% | 0.22% | -0.9% |
Q2 2022 | $352,000 | -16.6% | 7,874 | +0.4% | 0.23% | -13.7% |
Q1 2022 | $422,000 | -5.6% | 7,842 | +99.6% | 0.26% | -26.4% |
Q4 2021 | $447,000 | – | 3,928 | – | 0.36% | – |
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% |