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 | $920,410 | -10.0% | 18,190 | -6.9% | 0.28% | -2.1% |
Q2 2023 | $1,022,878 | -52.5% | 19,532 | -61.6% | 0.29% | -59.0% |
Q3 2022 | $2,154,000 | +39.5% | 50,881 | +47.2% | 0.71% | +47.0% |
Q2 2022 | $1,544,000 | -12.5% | 34,575 | +5.5% | 0.48% | +1.5% |
Q1 2022 | $1,764,000 | +1.3% | 32,768 | +114.1% | 0.47% | +61.2% |
Q4 2021 | $1,742,000 | +12.1% | 15,308 | +2.5% | 0.29% | -3.9% |
Q3 2021 | $1,554,000 | +84.8% | 14,938 | +84.6% | 0.31% | +74.9% |
Q2 2021 | $841,000 | +86.1% | 8,090 | +62.7% | 0.18% | +50.9% |
Q4 2020 | $452,000 | +11.1% | 4,972 | -1.7% | 0.12% | -2.5% |
Q3 2020 | $407,000 | +8.0% | 5,059 | -0.6% | 0.12% | +30.8% |
Q2 2020 | $377,000 | – | 5,091 | – | 0.09% | – |
Download |
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% |