SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,037,826 | +261.6% | 58,007 | +211.7% | 0.06% | +170.8% |
| Q4 2022 | $840,196 | +117.1% | 18,609 | +447.3% | 0.02% | +50.0% |
| Q4 2021 | $387,000 | -60.0% | 3,400 | -63.4% | 0.02% | -51.5% |
| Q2 2021 | $967,000 | +137.6% | 9,300 | +119.5% | 0.03% | +43.5% |
| Q1 2021 | $407,000 | -64.5% | 4,237 | -72.6% | 0.02% | -72.0% |
| Q2 2020 | $1,146,000 | +255.9% | 15,471 | +269.3% | 0.08% | +228.0% |
| Q4 2019 | $322,000 | -93.3% | 4,189 | -93.9% | 0.02% | -95.9% |
| Q3 2019 | $4,838,000 | – | 68,215 | – | 0.60% | – |
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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% |