SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,189 | -3.4% | 5,814 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $304,480 | +12.4% | 5,814 | +3.8% | 0.02% | +11.8% |
| Q1 2023 | $270,872 | +7.1% | 5,600 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $252,840 | +6.7% | 5,600 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $237,000 | -5.2% | 5,600 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $250,000 | -17.2% | 5,600 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $302,000 | -5.3% | 5,600 | +100.0% | 0.02% | -10.5% |
| Q4 2021 | $319,000 | +9.6% | 2,800 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $291,000 | 0.0% | 2,800 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $291,000 | +8.2% | 2,800 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $269,000 | +5.5% | 2,800 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $255,000 | +12.8% | 2,800 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $226,000 | +9.2% | 2,800 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $207,000 | -3.7% | 2,800 | 0.0% | 0.02% | +5.3% |
| Q4 2019 | $215,000 | – | 2,800 | – | 0.02% | – |
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% |