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 | $32,670,397 | +2.6% | 645,660 | +6.2% | 1.64% | +3.9% |
| Q2 2023 | $31,834,725 | +15.5% | 607,881 | +6.7% | 1.58% | +4.9% |
| Q1 2023 | $27,551,484 | +22.2% | 569,599 | +14.1% | 1.50% | +9.3% |
| Q4 2022 | $22,539,865 | +55.8% | 499,222 | +54.1% | 1.38% | +41.0% |
| Q3 2022 | $14,464,000 | 0.0% | 323,866 | 0.0% | 0.98% | 0.0% |
| Q2 2022 | $14,464,000 | -16.4% | 323,866 | +113.2% | 0.98% | -5.2% |
| Q4 2021 | $17,293,000 | +20.0% | 151,931 | +9.7% | 1.03% | +123.9% |
| Q3 2021 | $14,411,000 | +6.9% | 138,529 | +6.9% | 0.46% | +7.0% |
| Q2 2021 | $13,477,000 | +3391.5% | 129,619 | +3123.6% | 0.43% | +2971.4% |
| Q1 2021 | $386,000 | – | 4,021 | – | 0.01% | – |
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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% |