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 | $1,486,122 | -7.0% | 29,370 | -3.7% | 0.27% | 0.0% |
| Q2 2023 | $1,597,233 | +5.3% | 30,499 | -2.7% | 0.27% | -0.7% |
| Q1 2023 | $1,516,593 | +6.7% | 31,354 | -0.4% | 0.28% | +1.1% |
| Q4 2022 | $1,420,825 | -18.4% | 31,469 | -23.4% | 0.27% | -24.2% |
| Q3 2022 | $1,741,000 | -2.5% | 41,098 | +2.8% | 0.36% | +6.5% |
| Q2 2022 | $1,785,000 | +32.0% | 39,969 | +59.2% | 0.34% | +51.8% |
| Q1 2022 | $1,352,000 | +3.5% | 25,114 | +118.9% | 0.22% | +13.8% |
| Q4 2021 | $1,306,000 | +8.3% | 11,473 | -1.1% | 0.20% | -1.0% |
| Q3 2021 | $1,206,000 | +5.1% | 11,595 | +5.1% | 0.20% | +3.7% |
| Q2 2021 | $1,148,000 | +5.9% | 11,037 | -2.3% | 0.19% | -1.6% |
| Q1 2021 | $1,084,000 | +6.1% | 11,292 | +0.5% | 0.19% | +1.6% |
| Q4 2020 | $1,022,000 | +26.5% | 11,239 | +12.1% | 0.19% | +11.8% |
| Q3 2020 | $808,000 | +6.3% | 10,026 | -2.2% | 0.17% | -2.3% |
| Q2 2020 | $760,000 | +77.6% | 10,250 | +46.6% | 0.17% | +52.6% |
| Q1 2020 | $428,000 | +100.9% | 6,994 | +130.1% | 0.11% | +103.6% |
| Q2 2019 | $213,000 | – | 3,039 | – | 0.06% | – |
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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% |