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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $126,782 | +30.7% | 2,808 | +23.2% | 0.01% | 0.0% |
Q3 2022 | $97,000 | -62.4% | 2,280 | -60.1% | 0.01% | -73.9% |
Q2 2022 | $258,000 | -40.0% | 5,718 | -28.3% | 0.02% | -4.2% |
Q1 2022 | $430,000 | -55.0% | 7,980 | -4.9% | 0.02% | -70.4% |
Q4 2021 | $955,000 | +67.3% | 8,390 | +41.0% | 0.08% | +76.1% |
Q1 2021 | $571,000 | +5.5% | 5,950 | 0.0% | 0.05% | -8.0% |
Q4 2020 | $541,000 | – | 5,950 | – | 0.05% | – |
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% |