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 | $358,982 | -23.9% | 7,095 | -21.3% | 0.01% | -21.4% |
| Q2 2023 | $471,841 | +5.7% | 9,010 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $446,388 | +0.0% | 9,229 | -6.6% | 0.01% | -6.7% |
| Q4 2022 | $446,258 | +17.4% | 9,884 | +10.1% | 0.02% | -16.7% |
| Q3 2022 | $380,000 | -9.3% | 8,978 | -4.3% | 0.02% | -10.0% |
| Q2 2022 | $419,000 | -26.0% | 9,386 | -10.7% | 0.02% | -16.7% |
| Q1 2022 | $566,000 | -83.6% | 10,514 | -65.3% | 0.02% | -82.2% |
| Q4 2021 | $3,450,000 | +7.8% | 30,308 | -1.5% | 0.14% | -12.3% |
| Q3 2021 | $3,199,000 | -2.4% | 30,755 | -2.4% | 0.15% | -11.5% |
| Q2 2021 | $3,277,000 | +7.7% | 31,521 | -0.5% | 0.17% | +0.6% |
| Q1 2021 | $3,044,000 | -0.8% | 31,693 | -6.1% | 0.17% | -8.0% |
| Q4 2020 | $3,069,000 | -35.2% | 33,748 | -42.6% | 0.19% | -43.2% |
| Q3 2020 | $4,737,000 | +118.3% | 58,750 | +100.6% | 0.33% | +84.9% |
| Q2 2020 | $2,170,000 | +9.7% | 29,282 | -9.4% | 0.18% | -15.6% |
| Q1 2020 | $1,979,000 | -25.4% | 32,305 | -6.5% | 0.21% | +15.8% |
| Q4 2019 | $2,654,000 | +6.2% | 34,557 | -1.9% | 0.18% | +4.6% |
| Q3 2019 | $2,499,000 | +114.1% | 35,232 | +55.0% | 0.18% | -53.8% |
| Q2 2016 | $1,167,000 | – | 22,735 | – | 0.38% | – |
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% |