SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,904,220 | +24.9% | 57,396 | +29.3% | 1.22% | +27.3% |
| Q2 2023 | $2,325,514 | +35.0% | 44,405 | +24.7% | 0.96% | +30.7% |
| Q1 2023 | $1,722,128 | +3.8% | 35,603 | -3.1% | 0.74% | +3.1% |
| Q4 2022 | $1,659,036 | +7.2% | 36,745 | +0.6% | 0.71% | 0.0% |
| Q3 2022 | $1,547,000 | -5.2% | 36,530 | 0.0% | 0.71% | +2.7% |
| Q2 2022 | $1,631,000 | -18.2% | 36,530 | -1.4% | 0.70% | -6.8% |
| Q1 2022 | $1,994,000 | -4.8% | 37,030 | +101.2% | 0.75% | -1.7% |
| Q4 2021 | $2,095,000 | +40.8% | 18,405 | +28.7% | 0.76% | +29.5% |
| Q3 2021 | $1,488,000 | +50.2% | 14,305 | +50.1% | 0.59% | +23.4% |
| Q2 2021 | $991,000 | +29.4% | 9,530 | +19.4% | 0.48% | +22.7% |
| Q1 2021 | $766,000 | +75.3% | 7,980 | +66.1% | 0.39% | +59.3% |
| Q4 2020 | $437,000 | – | 4,805 | – | 0.24% | – |
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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% |