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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $422,851 | +7.1% | 8,742 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $394,701 | +6.7% | 8,742 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $370,000 | -5.1% | 8,742 | 0.0% | 0.08% | +16.7% |
| Q2 2022 | $390,000 | -17.2% | 8,742 | 0.0% | 0.07% | -5.3% |
| Q1 2022 | $471,000 | -5.4% | 8,742 | +100.0% | 0.08% | 0.0% |
| Q4 2021 | $498,000 | +9.5% | 4,371 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $455,000 | +0.2% | 4,371 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $454,000 | +8.1% | 4,371 | 0.0% | 0.08% | -1.3% |
| Q1 2021 | $420,000 | +5.5% | 4,371 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $398,000 | +13.1% | 4,371 | 0.0% | 0.08% | -1.3% |
| Q3 2020 | $352,000 | +8.6% | 4,371 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $324,000 | +20.9% | 4,371 | 0.0% | 0.08% | -1.3% |
| Q1 2020 | $268,000 | -20.2% | 4,371 | 0.0% | 0.08% | +3.9% |
| Q4 2019 | $336,000 | +8.4% | 4,371 | 0.0% | 0.08% | -3.8% |
| Q3 2019 | $310,000 | +1.0% | 4,371 | 0.0% | 0.08% | +3.9% |
| Q2 2019 | $307,000 | +3.7% | 4,371 | 0.0% | 0.08% | +16.9% |
| Q1 2019 | $296,000 | +13.4% | 4,371 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $261,000 | -14.1% | 4,371 | 0.0% | 0.06% | +3.2% |
| Q3 2018 | $304,000 | – | 4,371 | – | 0.06% | – |
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% |