SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $864,279 | -5.2% | 20,408 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $911,421 | -36.7% | 20,408 | -23.7% | 0.01% | -11.1% |
| Q1 2022 | $1,440,487 | -5.4% | 26,750 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $1,522,342 | +9.4% | 13,375 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $1,391,402 | +8.9% | 13,375 | +8.9% | 0.01% | +25.0% |
| Q2 2021 | $1,277,375 | +8.3% | 12,286 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $1,179,825 | +48.6% | 12,286 | +40.7% | 0.01% | +66.7% |
| Q4 2020 | $793,994 | +293.1% | 8,730 | +247.8% | 0.01% | +200.0% |
| Q3 2020 | $202,000 | -85.4% | 2,510 | -88.9% | 0.00% | -86.7% |
| Q1 2020 | $1,382,000 | -33.8% | 22,563 | -35.5% | 0.02% | -11.8% |
| Q4 2018 | $2,088,000 | -44.1% | 34,975 | -41.0% | 0.02% | -15.0% |
| Q1 2018 | $3,738,000 | +277.2% | 59,260 | +190.5% | 0.02% | +233.3% |
| Q4 2015 | $991,000 | – | 20,400 | – | 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% |