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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $490,655 | -37.0% | 9,369 | -41.8% | 0.01% | -38.1% |
| Q1 2023 | $778,225 | +180.9% | 16,089 | +146.0% | 0.02% | +110.0% |
| Q3 2022 | $277,000 | -52.6% | 6,539 | +27.5% | 0.01% | -72.2% |
| Q4 2021 | $584,000 | +180.8% | 5,128 | +156.9% | 0.04% | +111.8% |
| Q3 2021 | $208,000 | -6.3% | 1,996 | -6.5% | 0.02% | -10.5% |
| Q2 2021 | $222,000 | -84.5% | 2,135 | -88.0% | 0.02% | -79.3% |
| Q3 2020 | $1,435,000 | -29.3% | 17,797 | -46.3% | 0.09% | -37.4% |
| Q1 2020 | $2,030,000 | +563.4% | 33,135 | +730.5% | 0.15% | +716.7% |
| Q4 2019 | $306,000 | – | 3,990 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |