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 | $219,604 | -96.4% | 4,340 | -96.3% | 0.16% | -96.2% |
| Q2 2023 | $6,089,793 | +2.5% | 116,284 | -5.4% | 4.23% | -2.6% |
| Q1 2023 | $5,943,754 | +690.4% | 122,881 | +779.9% | 4.35% | +750.7% |
| Q1 2022 | $752,000 | -18.1% | 13,965 | +73.1% | 0.51% | -7.9% |
| Q4 2021 | $918,000 | +226.7% | 8,066 | +198.4% | 0.56% | +211.8% |
| Q3 2021 | $281,000 | -8.5% | 2,703 | -15.5% | 0.18% | -14.4% |
| Q2 2021 | $307,000 | -87.5% | 3,198 | -90.8% | 0.21% | -91.5% |
| Q4 2019 | $2,456,000 | 0.0% | 34,620 | 0.0% | 2.44% | +6.4% |
| Q3 2019 | $2,456,000 | +25.3% | 34,620 | +24.0% | 2.30% | +22.7% |
| Q2 2019 | $1,960,000 | +17.3% | 27,921 | +13.0% | 1.87% | +8.3% |
| Q1 2019 | $1,671,000 | -26.3% | 24,717 | -34.9% | 1.73% | -40.3% |
| Q4 2018 | $2,268,000 | -51.4% | 37,991 | -48.6% | 2.89% | -26.9% |
| Q1 2018 | $4,664,000 | +19.7% | 73,938 | +21.0% | 3.96% | +17.7% |
| Q4 2017 | $3,896,000 | – | 61,085 | – | 3.36% | – |
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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% |