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 | $1,876,492 | +6.5% | 37,085 | +10.3% | 0.10% | +39.4% |
| Q2 2023 | $1,761,543 | +83.5% | 33,636 | +69.5% | 0.07% | +65.1% |
| Q1 2023 | $960,048 | +8.3% | 19,848 | +1.1% | 0.04% | +4.9% |
| Q4 2022 | $886,724 | -13.0% | 19,640 | -18.3% | 0.04% | -10.9% |
| Q3 2022 | $1,019,000 | +5.7% | 24,053 | +11.5% | 0.05% | +24.3% |
| Q2 2022 | $964,000 | -22.5% | 21,575 | -6.6% | 0.04% | -26.0% |
| Q1 2022 | $1,244,000 | +8.1% | 23,097 | +128.4% | 0.05% | +2.0% |
| Q4 2021 | $1,151,000 | +5.8% | 10,112 | -3.3% | 0.05% | -10.9% |
| Q3 2021 | $1,088,000 | +43.0% | 10,457 | +42.9% | 0.06% | +44.7% |
| Q2 2021 | $761,000 | -99.3% | 7,316 | +499.7% | 0.04% | +533.3% |
| Q4 2020 | $110,959,000 | +17102.9% | 1,220 | +15150.0% | 0.01% | – |
| Q3 2020 | $645,000 | – | 8 | – | 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% |