SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,018 | +4.8% | 39,878 | +8.5% | 0.61% | +6.1% |
| Q2 2023 | $1,925 | +6.1% | 36,762 | -2.0% | 0.57% | -0.9% |
| Q1 2023 | $1,815 | +14.9% | 37,513 | +7.2% | 0.58% | -3.0% |
| Q4 2022 | $1,580 | -99.9% | 34,997 | +6.3% | 0.60% | +7.6% |
| Q3 2022 | $1,394,000 | +3.2% | 32,921 | +8.8% | 0.56% | +17.1% |
| Q2 2022 | $1,351,000 | -14.2% | 30,255 | +3.5% | 0.47% | -10.9% |
| Q1 2022 | $1,575,000 | +21.1% | 29,243 | +155.8% | 0.53% | +36.4% |
| Q4 2021 | $1,301,000 | +7.9% | 11,430 | -1.4% | 0.39% | +4.3% |
| Q3 2021 | $1,206,000 | -1.6% | 11,597 | -1.6% | 0.37% | +2.2% |
| Q2 2021 | $1,226,000 | +22.7% | 11,790 | +13.3% | 0.37% | +16.6% |
| Q1 2021 | $999,000 | – | 10,405 | – | 0.31% | – |
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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% |