SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762,345 | +64.6% | 15,066 | +70.4% | 0.00% | – |
| Q2 2023 | $463,032 | +96.1% | 8,841 | +81.1% | 0.00% | – |
| Q1 2023 | $236,148 | +101251.1% | 4,882 | -5.4% | 0.00% | – |
| Q4 2022 | $233 | -99.9% | 5,159 | -3.3% | 0.00% | – |
| Q3 2022 | $226,000 | -33.7% | 5,337 | -15.8% | 0.00% | – |
| Q1 2022 | $341,000 | -36.1% | 6,340 | +35.1% | 0.00% | – |
| Q4 2021 | $534,000 | +100.0% | 4,692 | +82.9% | 0.00% | – |
| Q3 2021 | $267,000 | +25.9% | 2,566 | +16.5% | 0.00% | – |
| Q1 2021 | $212,000 | -78.6% | 2,203 | -79.7% | 0.00% | -100.0% |
| Q4 2020 | $989,000 | +287.8% | 10,869 | +227.0% | 0.00% | – |
| Q4 2019 | $255,000 | -38.3% | 3,324 | -45.6% | 0.00% | – |
| Q1 2019 | $413,000 | +95.7% | 6,112 | +49.2% | 0.00% | – |
| Q3 2016 | $211,000 | -1.4% | 4,096 | -5.4% | 0.00% | – |
| Q2 2015 | $214,000 | – | 4,330 | – | 0.00% | – |
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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% |