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 2023 | $1,386,361 | -3.4% | 27,398 | +0.0% | 0.20% | +1.0% |
Q2 2023 | $1,434,791 | +8.3% | 27,397 | +0.0% | 0.20% | +2.0% |
Q1 2023 | $1,325,144 | -0.6% | 27,395 | -7.2% | 0.20% | -10.4% |
Q4 2022 | $1,333,087 | +47.0% | 29,526 | +37.9% | 0.22% | +17.6% |
Q3 2022 | $907,000 | -5.1% | 21,409 | +0.0% | 0.19% | +2.7% |
Q2 2022 | $956,000 | -17.1% | 21,408 | +0.0% | 0.18% | -13.3% |
Q1 2022 | $1,153,000 | -12.1% | 21,407 | +85.8% | 0.21% | -16.6% |
Q4 2021 | $1,311,000 | +9.4% | 11,521 | +0.0% | 0.25% | +0.4% |
Q3 2021 | $1,198,000 | 0.0% | 11,520 | +0.0% | 0.25% | 0.0% |
Q2 2021 | $1,198,000 | +8.3% | 11,519 | 0.0% | 0.25% | +2.0% |
Q1 2021 | $1,106,000 | +5.5% | 11,519 | 0.0% | 0.25% | -6.1% |
Q4 2020 | $1,048,000 | +12.9% | 11,519 | +0.1% | 0.26% | -7.4% |
Q3 2020 | $928,000 | +8.9% | 11,507 | +0.0% | 0.28% | -1.0% |
Q2 2020 | $852,000 | +20.9% | 11,506 | 0.0% | 0.29% | -0.3% |
Q1 2020 | $705,000 | -53.9% | 11,506 | -42.3% | 0.29% | -62.9% |
Q4 2019 | $1,530,000 | – | 19,928 | – | 0.78% | – |
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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% |