SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,078,046 | +21.7% | 21,305 | +25.9% | 0.13% | +21.2% |
| Q2 2023 | $886,081 | +173.2% | 16,920 | +152.3% | 0.10% | +147.6% |
| Q1 2023 | $324,321 | +42.4% | 6,705 | +32.9% | 0.04% | +23.5% |
| Q4 2022 | $227,737 | +33.2% | 5,044 | +24.7% | 0.03% | +21.4% |
| Q3 2022 | $171,000 | +36.8% | 4,044 | +44.3% | 0.03% | +33.3% |
| Q2 2022 | $125,000 | +40.4% | 2,803 | +70.1% | 0.02% | +50.0% |
| Q1 2022 | $89,000 | +15.6% | 1,648 | +144.9% | 0.01% | +16.7% |
| Q4 2021 | $77,000 | – | 673 | – | 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% |