SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,067,000 | -87.8% | 116,000 | -87.8% | 0.10% | -87.7% |
| Q2 2021 | $98,772,000 | +8.3% | 950,000 | 0.0% | 0.85% | -2.3% |
| Q1 2021 | $91,229,000 | -33.8% | 950,000 | -37.3% | 0.87% | -35.3% |
| Q4 2020 | $137,880,000 | +12.8% | 1,516,000 | 0.0% | 1.35% | +4.2% |
| Q3 2020 | $122,235,000 | +8.8% | 1,516,000 | 0.0% | 1.30% | -4.1% |
| Q2 2020 | $112,336,000 | +21.0% | 1,516,000 | 0.0% | 1.35% | -1.2% |
| Q1 2020 | $92,855,000 | -5.6% | 1,516,000 | +18.3% | 1.37% | +16.1% |
| Q4 2019 | $98,394,000 | -81.2% | 1,281,000 | -82.6% | 1.18% | -82.2% |
| Q3 2019 | $522,399,000 | +293.4% | 7,365,000 | +289.3% | 6.60% | +297.1% |
| Q2 2019 | $132,799,000 | – | 1,892,000 | – | 1.66% | – |
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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% |