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 | $466,076 | -11.4% | 9,211 | -8.3% | 0.04% | -8.5% |
| Q2 2023 | $525,899 | +7.1% | 10,042 | -1.1% | 0.05% | +2.2% |
| Q1 2023 | $490,907 | +7.1% | 10,149 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $458,227 | -99.9% | 10,149 | 0.0% | 0.05% | -2.1% |
| Q3 2022 | $429,810,000 | -3.4% | 10,149 | +1.9% | 0.05% | -2.0% |
| Q2 2022 | $444,902,000 | -16.7% | 9,962 | +0.4% | 0.05% | -3.9% |
| Q1 2022 | $534,299,000 | -6.3% | 9,922 | +98.0% | 0.05% | -3.8% |
| Q4 2021 | $570,352,000 | +15.1% | 5,011 | +5.2% | 0.05% | +12.8% |
| Q3 2021 | $495,702,000 | -10.5% | 4,765 | -3.7% | 0.05% | -13.0% |
| Q2 2021 | $554,056,000 | +5.5% | 4,946 | -9.5% | 0.05% | 0.0% |
| Q1 2021 | $525,092,000 | +4.8% | 5,468 | -0.7% | 0.05% | -5.3% |
| Q4 2020 | $500,952,000 | +5.1% | 5,508 | -6.9% | 0.06% | -5.0% |
| Q3 2020 | $476,845,000 | +8.8% | 5,914 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $438,227,000 | +21.0% | 5,914 | 0.0% | 0.06% | +1.7% |
| Q1 2020 | $362,232,000 | – | 5,914 | – | 0.06% | – |
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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% |