SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,786,000 | -12.8% | 40,000 | +122.2% | 0.76% | -57.8% |
Q4 2021 | $2,049,000 | -34.3% | 18,000 | -40.0% | 1.79% | +3.6% |
Q3 2021 | $3,121,000 | +0.1% | 30,000 | 0.0% | 1.73% | -16.1% |
Q2 2021 | $3,119,000 | -3.0% | 30,000 | -10.4% | 2.06% | +12.1% |
Q1 2021 | $3,217,000 | +207.6% | 33,500 | +191.3% | 1.84% | +92.5% |
Q4 2020 | $1,046,000 | – | 11,500 | – | 0.96% | – |
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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% |