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 | $936,322 | +111.7% | 18,504 | +119.1% | 0.12% | +112.5% |
Q2 2023 | $442,305 | +16.3% | 8,446 | +7.4% | 0.06% | +14.3% |
Q1 2023 | $380,426 | -22.8% | 7,865 | -27.9% | 0.05% | -27.9% |
Q4 2022 | $492,630 | -0.9% | 10,911 | -7.0% | 0.07% | -15.0% |
Q3 2022 | $497,000 | +1.2% | 11,732 | +6.7% | 0.08% | +6.7% |
Q2 2022 | $491,000 | -15.3% | 10,999 | +2.1% | 0.08% | -13.8% |
Q1 2022 | $580,000 | -10.8% | 10,775 | +88.6% | 0.09% | -9.4% |
Q4 2021 | $650,000 | +9.4% | 5,713 | 0.0% | 0.10% | +5.5% |
Q3 2021 | $594,000 | 0.0% | 5,713 | +0.0% | 0.09% | -9.0% |
Q2 2021 | $594,000 | +8.4% | 5,712 | 0.0% | 0.10% | -56.9% |
Q1 2021 | $548,000 | +6.6% | 5,712 | +1.0% | 0.23% | +0.9% |
Q4 2020 | $514,000 | +12.7% | 5,654 | +0.0% | 0.23% | +27.8% |
Q3 2020 | $456,000 | +8.8% | 5,653 | +0.0% | 0.18% | +0.6% |
Q2 2020 | $419,000 | +21.1% | 5,652 | 0.0% | 0.18% | +4.7% |
Q1 2020 | $346,000 | -20.3% | 5,652 | +0.0% | 0.17% | +1.2% |
Q4 2019 | $434,000 | +8.2% | 5,651 | +0.0% | 0.17% | -5.1% |
Q3 2019 | $401,000 | +76.7% | 5,649 | +74.4% | 0.18% | +74.5% |
Q2 2019 | $227,000 | -9.9% | 3,239 | -13.0% | 0.10% | -8.1% |
Q1 2019 | $252,000 | +162.5% | 3,724 | +132.8% | 0.11% | +136.2% |
Q4 2018 | $96,000 | +860.0% | 1,600 | +966.7% | 0.05% | +1075.0% |
Q3 2018 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $10,000 | -60.0% | 150 | -62.3% | 0.00% | -66.7% |
Q1 2018 | $25,000 | +733.3% | 398 | +563.3% | 0.01% | +500.0% |
Q1 2017 | $3,000 | – | 60 | – | 0.00% | – |
Download |
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% |