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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,048,567 | -4.0% | 20,723 | -0.7% | 0.21% | -1.4% |
| Q2 2023 | $1,092,630 | +13.6% | 20,864 | +4.9% | 0.21% | +5.5% |
| Q1 2023 | $961,693 | +5.9% | 19,882 | -1.1% | 0.20% | -3.8% |
| Q4 2022 | $907,802 | +4.3% | 20,106 | -2.1% | 0.21% | +0.5% |
| Q3 2022 | $870,000 | -13.3% | 20,545 | +0.6% | 0.21% | -1.9% |
| Q2 2022 | $1,004,000 | -4.7% | 20,427 | +4.4% | 0.21% | -3.7% |
| Q1 2022 | $1,054,000 | +2.0% | 19,572 | +103.5% | 0.22% | +1.4% |
| Q4 2021 | $1,033,000 | +34.7% | 9,619 | +30.5% | 0.22% | +24.1% |
| Q3 2021 | $767,000 | +9.9% | 7,369 | +9.7% | 0.17% | +8.8% |
| Q2 2021 | $698,000 | +6.2% | 6,715 | +1.3% | 0.16% | +1.3% |
| Q1 2021 | $657,000 | +37.2% | 6,632 | +33.3% | 0.16% | +30.6% |
| Q4 2020 | $479,000 | +36.9% | 4,977 | +14.7% | 0.12% | +0.8% |
| Q3 2020 | $350,000 | -1.1% | 4,340 | -0.7% | 0.12% | -3.2% |
| Q2 2020 | $354,000 | +54.6% | 4,369 | +16.6% | 0.12% | +17.0% |
| Q1 2020 | $229,000 | -11.6% | 3,747 | +11.1% | 0.11% | +5.0% |
| Q4 2019 | $259,000 | +8.8% | 3,373 | +0.6% | 0.10% | -1.0% |
| Q3 2019 | $238,000 | +4.4% | 3,354 | +2.9% | 0.10% | +1.0% |
| Q2 2019 | $228,000 | +2.7% | 3,261 | -0.7% | 0.10% | 0.0% |
| Q1 2019 | $222,000 | -40.2% | 3,285 | -41.9% | 0.10% | -39.2% |
| Q4 2018 | $371,000 | – | 5,651 | – | 0.17% | – |
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% |