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 | $367,190 | -3.4% | 7,257 | 0.0% | 0.03% | -3.6% |
| Q2 2023 | $380,034 | +8.3% | 7,257 | 0.0% | 0.03% | +16.7% |
| Q1 2023 | $351,007 | +7.1% | 7,257 | 0.0% | 0.02% | +4.3% |
| Q4 2022 | $327,640 | +6.7% | 7,257 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $307,000 | -5.2% | 7,257 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $324,000 | -17.1% | 7,257 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $391,000 | -5.3% | 7,257 | +100.1% | 0.03% | 0.0% |
| Q4 2021 | $413,000 | +9.5% | 3,627 | +0.1% | 0.03% | 0.0% |
| Q3 2021 | $377,000 | 0.0% | 3,624 | +0.1% | 0.03% | +4.0% |
| Q2 2021 | $377,000 | +8.3% | 3,622 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $348,000 | +31.8% | 3,619 | +24.5% | 0.02% | +25.0% |
| Q4 2020 | $264,000 | +12.8% | 2,907 | 0.0% | 0.02% | -9.1% |
| Q3 2020 | $234,000 | +8.8% | 2,907 | 0.0% | 0.02% | -31.2% |
| Q2 2020 | $215,000 | – | 2,907 | – | 0.03% | – |
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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% |