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 | $58,039 | +26.1% | 1,147 | +30.5% | 0.00% | +33.3% |
| Q2 2023 | $46,034 | -74.6% | 879 | -76.5% | 0.00% | -76.9% |
| Q1 2023 | $180,953 | +544.4% | 3,741 | +501.4% | 0.01% | +550.0% |
| Q4 2022 | $28,083 | +8.0% | 622 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | +420.0% | 622 | +1195.8% | 0.00% | – |
| Q2 2021 | $5,000 | -93.7% | 48 | -94.2% | 0.00% | -100.0% |
| Q1 2021 | $79,000 | -16.0% | 827 | -19.2% | 0.01% | -37.5% |
| Q4 2020 | $94,000 | +8.0% | 1,024 | -4.7% | 0.01% | -11.1% |
| Q3 2020 | $87,000 | 0.0% | 1,074 | -8.5% | 0.01% | 0.0% |
| Q2 2020 | $87,000 | +262.5% | 1,174 | +195.0% | 0.01% | +200.0% |
| Q1 2020 | $24,000 | -22.6% | 398 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | -13.9% | 398 | -20.9% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | +2.9% | 503 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $35,000 | +2.9% | 503 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $34,000 | +41.7% | 503 | +26.4% | 0.00% | +50.0% |
| Q4 2018 | $24,000 | +2300.0% | 398 | +2553.3% | 0.00% | – |
| Q2 2018 | $1,000 | – | 15 | +87.5% | 0.00% | – |
| Q2 2015 | $0 | – | 8 | – | 0.00% | – |
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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% |