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 | $150,181 | -76.3% | 2,968 | -75.4% | 0.01% | -78.3% |
| Q2 2023 | $633,063 | -10.5% | 12,088 | -17.3% | 0.06% | -24.1% |
| Q1 2023 | $707,006 | +5.0% | 14,617 | -2.0% | 0.08% | +1.3% |
| Q4 2022 | $673,552 | +7.4% | 14,918 | +0.8% | 0.08% | -17.0% |
| Q3 2022 | $627,000 | +40.6% | 14,806 | +48.3% | 0.09% | +42.4% |
| Q2 2022 | $446,000 | -16.0% | 9,981 | +1.2% | 0.07% | -1.5% |
| Q1 2022 | $531,000 | -4.8% | 9,862 | +101.3% | 0.07% | +6.3% |
| Q4 2021 | $558,000 | -6.5% | 4,899 | -14.6% | 0.06% | -17.1% |
| Q3 2021 | $597,000 | +0.8% | 5,736 | +0.7% | 0.08% | -3.8% |
| Q2 2021 | $592,000 | +30.4% | 5,696 | +20.6% | 0.08% | +25.4% |
| Q1 2021 | $454,000 | +6.8% | 4,723 | +1.0% | 0.06% | +1.6% |
| Q4 2020 | $425,000 | +13.9% | 4,677 | +1.1% | 0.06% | +3.3% |
| Q3 2020 | $373,000 | -77.5% | 4,626 | -79.3% | 0.06% | -78.6% |
| Q2 2020 | $1,659,000 | +21.7% | 22,388 | +0.6% | 0.28% | +3.3% |
| Q1 2020 | $1,363,000 | -19.7% | 22,258 | +0.7% | 0.27% | -42.3% |
| Q4 2019 | $1,697,000 | +9.6% | 22,097 | +1.3% | 0.47% | -3.7% |
| Q3 2019 | $1,548,000 | +1.7% | 21,823 | +0.6% | 0.49% | -2.0% |
| Q2 2019 | $1,522,000 | +4.0% | 21,688 | +0.2% | 0.50% | -4.6% |
| Q1 2019 | $1,464,000 | +2.9% | 21,649 | -9.2% | 0.52% | +12.5% |
| Q4 2018 | $1,423,000 | -13.2% | 23,834 | +1.1% | 0.46% | -39.1% |
| Q3 2018 | $1,640,000 | +19.3% | 23,584 | +11.5% | 0.76% | +8.1% |
| Q2 2018 | $1,375,000 | +3.2% | 21,160 | +0.2% | 0.71% | -7.3% |
| Q1 2018 | $1,332,000 | +39.8% | 21,114 | +41.3% | 0.76% | +17.0% |
| Q4 2017 | $953,000 | +7.0% | 14,941 | +0.7% | 0.65% | +6.9% |
| Q3 2017 | $891,000 | +4.6% | 14,843 | +0.7% | 0.61% | -6.9% |
| Q2 2017 | $852,000 | +3.4% | 14,746 | +0.6% | 0.66% | -8.6% |
| Q1 2017 | $824,000 | – | 14,652 | – | 0.72% | – |
Download | ||||||
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% |