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 2023 | $102 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $892,000 | 0.0% | 17,095 | 0.0% | 0.16% | +1.3% |
| Q2 2022 | $892,000 | -3.1% | 17,095 | 0.0% | 0.15% | +15.9% |
| Q1 2022 | $921,000 | -66.7% | 17,095 | -29.7% | 0.13% | -63.5% |
| Q4 2021 | $2,768,000 | +9.4% | 24,316 | 0.0% | 0.36% | +4.6% |
| Q3 2021 | $2,530,000 | +0.1% | 24,316 | 0.0% | 0.35% | -0.6% |
| Q2 2021 | $2,528,000 | +8.3% | 24,316 | 0.0% | 0.35% | +0.3% |
| Q1 2021 | $2,335,000 | +5.6% | 24,316 | 0.0% | 0.35% | +1.2% |
| Q4 2020 | $2,212,000 | +442.2% | 24,316 | +380.6% | 0.34% | +444.4% |
| Q3 2020 | $408,000 | +4.3% | 5,060 | -4.1% | 0.06% | +16.7% |
| Q2 2020 | $391,000 | +26.1% | 5,279 | +4.3% | 0.05% | +8.0% |
| Q1 2020 | $310,000 | +4328.6% | 5,060 | +3463.4% | 0.05% | +4900.0% |
| Q4 2014 | $7,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $7,000 | +16.7% | 142 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | +20.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $5,000 | – | 142 | – | 0.00% | – |
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% |