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 | $3,694,516 | -10.3% | 73,014 | -7.2% | 0.45% | -10.2% |
| Q2 2023 | $4,119,801 | +64.8% | 78,667 | +52.3% | 0.50% | +34.4% |
| Q1 2023 | $2,499,203 | -13.0% | 51,668 | -18.8% | 0.37% | -31.5% |
| Q4 2022 | $2,873,884 | +2.7% | 63,652 | -3.7% | 0.54% | -7.8% |
| Q3 2022 | $2,798,000 | +0.5% | 66,070 | +6.0% | 0.59% | -27.6% |
| Q2 2022 | $2,783,000 | -57.5% | 62,324 | -48.7% | 0.81% | -46.3% |
| Q1 2022 | $6,543,000 | -11.2% | 121,505 | +87.7% | 1.52% | +20.5% |
| Q4 2021 | $7,370,000 | +4.2% | 64,747 | -4.8% | 1.26% | -8.8% |
| Q3 2021 | $7,076,000 | -6.5% | 68,021 | -6.6% | 1.38% | -5.4% |
| Q2 2021 | $7,569,000 | +3.0% | 72,801 | -4.8% | 1.46% | -8.2% |
| Q1 2021 | $7,347,000 | -78.2% | 76,509 | -79.4% | 1.59% | -73.8% |
| Q4 2020 | $33,770,000 | – | 371,307 | – | 6.05% | – |
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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% |