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 | $15,391 | +253.5% | 304 | +237.8% | 0.00% | +100.0% |
| Q1 2023 | $4,354 | +25.2% | 90 | +16.9% | 0.00% | – |
| Q4 2022 | $3,477 | -68.4% | 77 | -69.9% | 0.00% | -100.0% |
| Q3 2022 | $11,000 | 0.0% | 256 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -60.7% | 256 | -51.1% | 0.00% | -50.0% |
| Q1 2022 | $28,000 | -6.7% | 524 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | +130.8% | 262 | +104.7% | 0.00% | +100.0% |
| Q3 2021 | $13,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 128 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -70.6% | 128 | -71.9% | 0.00% | -66.7% |
| Q2 2020 | $34,000 | -5.6% | 455 | -22.2% | 0.01% | -25.0% |
| Q1 2020 | $36,000 | – | 585 | – | 0.01% | – |
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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% |