SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,808,648 | +6.7% | 306,154 | -0.4% | 3.44% | -1.1% |
| Q4 2022 | $13,879,000 | +6.6% | 307,389 | +0.0% | 3.47% | -9.0% |
| Q3 2022 | $13,018,000 | -5.2% | 307,388 | -0.0% | 3.82% | +1.7% |
| Q2 2022 | $13,732,000 | -17.6% | 307,475 | -0.6% | 3.75% | +4.0% |
| Q1 2022 | $16,662,000 | -5.6% | 309,412 | +99.5% | 3.61% | +4.3% |
| Q4 2021 | $17,655,000 | +9.1% | 155,110 | -0.3% | 3.46% | +2.1% |
| Q3 2021 | $16,189,000 | -1.0% | 155,618 | -1.1% | 3.39% | +2.7% |
| Q2 2021 | $16,357,000 | +7.9% | 157,321 | -0.4% | 3.30% | +12.9% |
| Q1 2021 | $15,165,000 | +5.6% | 157,915 | +0.0% | 2.92% | +0.1% |
| Q4 2020 | $14,358,000 | +13.1% | 157,866 | +0.2% | 2.92% | +4.6% |
| Q3 2020 | $12,699,000 | +10.0% | 157,498 | +1.1% | 2.79% | +3.3% |
| Q2 2020 | $11,543,000 | +21.2% | 155,781 | +0.2% | 2.70% | +6.1% |
| Q1 2020 | $9,523,000 | -10.0% | 155,471 | +12.9% | 2.54% | -27.2% |
| Q4 2019 | $10,579,000 | +8.3% | 137,724 | -0.0% | 3.50% | -1.4% |
| Q3 2019 | $9,770,000 | +1.1% | 137,740 | +0.0% | 3.54% | -1.5% |
| Q2 2019 | $9,665,000 | +3.7% | 137,697 | -0.1% | 3.60% | -4.1% |
| Q1 2019 | $9,321,000 | +14.3% | 137,870 | +0.9% | 3.75% | -1.2% |
| Q4 2018 | $8,155,000 | – | 136,605 | – | 3.80% | – |
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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% |