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 | $234,805 | -8.2% | 4,640 | -5.0% | 0.02% | -8.0% |
| Q2 2023 | $255,790 | +3.7% | 4,884 | -4.3% | 0.02% | -13.8% |
| Q1 2023 | $246,734 | -3.6% | 5,101 | -10.0% | 0.03% | -3.3% |
| Q4 2022 | $255,847 | +4.4% | 5,667 | -2.0% | 0.03% | -6.2% |
| Q3 2022 | $245,000 | -3.9% | 5,783 | +1.2% | 0.03% | +3.2% |
| Q2 2022 | $255,000 | -16.9% | 5,716 | +0.4% | 0.03% | -6.1% |
| Q1 2022 | $307,000 | -3.5% | 5,696 | +104.1% | 0.03% | -13.2% |
| Q4 2021 | $318,000 | +11.6% | 2,791 | +2.0% | 0.04% | +5.6% |
| Q3 2021 | $285,000 | +114.3% | 2,736 | +113.4% | 0.04% | +111.8% |
| Q2 2021 | $133,000 | -29.3% | 1,282 | -34.4% | 0.02% | -37.0% |
| Q1 2021 | $188,000 | +60.7% | 1,954 | +52.4% | 0.03% | +58.8% |
| Q4 2020 | $117,000 | +13.6% | 1,282 | 0.0% | 0.02% | -10.5% |
| Q3 2020 | $103,000 | +6.2% | 1,282 | -2.1% | 0.02% | -5.0% |
| Q2 2020 | $97,000 | -1.0% | 1,309 | -17.9% | 0.02% | -16.7% |
| Q1 2020 | $98,000 | +63.3% | 1,594 | +103.8% | 0.02% | +50.0% |
| Q4 2019 | $60,000 | +9.1% | 782 | 0.0% | 0.02% | +6.7% |
| Q3 2019 | $55,000 | -50.5% | 782 | -50.0% | 0.02% | -55.9% |
| Q2 2019 | $111,000 | +4.7% | 1,563 | 0.0% | 0.03% | -12.8% |
| Q1 2019 | $106,000 | +14.0% | 1,563 | 0.0% | 0.04% | -2.5% |
| Q4 2018 | $93,000 | – | 1,563 | – | 0.04% | – |
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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% |