SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $680,000 | -5.2% | 16,056 | 0.0% | 0.29% | +1.8% |
Q2 2022 | $717,000 | -17.1% | 16,056 | 0.0% | 0.28% | +6.7% |
Q1 2022 | $865,000 | -5.4% | 16,056 | +100.0% | 0.27% | 0.0% |
Q4 2021 | $914,000 | +9.5% | 8,028 | 0.0% | 0.27% | +4.7% |
Q3 2021 | $835,000 | -2.3% | 8,028 | -2.4% | 0.26% | -3.0% |
Q2 2021 | $855,000 | +8.2% | 8,223 | 0.0% | 0.26% | +0.8% |
Q1 2021 | $790,000 | +2.3% | 8,223 | -3.1% | 0.26% | 0.0% |
Q4 2020 | $772,000 | +7.5% | 8,485 | -4.7% | 0.26% | -4.4% |
Q3 2020 | $718,000 | +8.8% | 8,908 | 0.0% | 0.27% | +2.6% |
Q2 2020 | $660,000 | +20.9% | 8,908 | 0.0% | 0.27% | +6.0% |
Q1 2020 | $546,000 | -14.2% | 8,908 | +7.7% | 0.25% | -1.2% |
Q4 2019 | $636,000 | +8.3% | 8,274 | 0.0% | 0.25% | +2.8% |
Q3 2019 | $587,000 | -0.8% | 8,274 | -2.0% | 0.25% | -0.8% |
Q2 2019 | $592,000 | +3.7% | 8,439 | 0.0% | 0.25% | +0.4% |
Q1 2019 | $571,000 | +6.1% | 8,439 | -6.3% | 0.25% | -4.2% |
Q4 2018 | $538,000 | -16.1% | 9,006 | -1.6% | 0.26% | +1.6% |
Q3 2018 | $641,000 | +7.2% | 9,156 | 0.0% | 0.26% | +3.7% |
Q2 2018 | $598,000 | +3.5% | 9,156 | 0.0% | 0.25% | +3.8% |
Q1 2018 | $578,000 | -1.5% | 9,156 | 0.0% | 0.24% | -0.8% |
Q4 2017 | $587,000 | +6.5% | 9,156 | 0.0% | 0.24% | -1.6% |
Q3 2017 | $551,000 | +3.8% | 9,156 | -0.4% | 0.24% | +1.2% |
Q2 2017 | $531,000 | -1.8% | 9,194 | -4.4% | 0.24% | -4.0% |
Q1 2017 | $541,000 | +2.7% | 9,614 | -2.9% | 0.25% | -10.7% |
Q4 2016 | $527,000 | +5.2% | 9,903 | +2.1% | 0.28% | -2.8% |
Q3 2016 | $501,000 | +3.7% | 9,698 | 0.0% | 0.29% | +10.3% |
Q2 2016 | $483,000 | +22.9% | 9,698 | +20.8% | 0.26% | +14.5% |
Q1 2016 | $393,000 | +20.9% | 8,031 | +17.2% | 0.23% | +8.1% |
Q4 2015 | $325,000 | -47.9% | 6,853 | -49.9% | 0.21% | -49.4% |
Q3 2015 | $624,000 | -98.1% | 13,689 | -97.9% | 0.42% | -97.7% |
Q2 2015 | $32,843,000 | +1.6% | 663,770 | +1.3% | 17.92% | +2.5% |
Q1 2015 | $32,315,000 | – | 655,470 | – | 17.49% | – |
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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% |