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 | $20,243,696 | -1.0% | 400,073 | +2.4% | 13.76% | +1.4% |
| Q2 2023 | $20,450,972 | +7.8% | 390,509 | -0.4% | 13.56% | +2.3% |
| Q1 2023 | $18,964,275 | +9.5% | 392,067 | +2.2% | 13.26% | +3.9% |
| Q4 2022 | $17,316,901 | +7.7% | 383,542 | +1.0% | 12.76% | -0.5% |
| Q3 2022 | $16,085,000 | -1.8% | 379,800 | +3.6% | 12.83% | +1.9% |
| Q2 2022 | $16,375,000 | -15.6% | 366,659 | +1.8% | 12.60% | -6.7% |
| Q1 2022 | $19,399,000 | -0.3% | 360,234 | +110.8% | 13.50% | -1.5% |
| Q4 2021 | $19,450,000 | – | 170,880 | – | 13.71% | – |
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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% |