SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $13,000 | -7.1% | 313 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -61.1% | 313 | -52.8% | 0.00% | -50.0% |
| Q1 2022 | $36,000 | -2.7% | 663 | +105.9% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +12.1% | 322 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | -54.8% | 322 | -53.9% | 0.00% | -50.0% |
| Q2 2021 | $73,000 | +9.0% | 699 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $67,000 | +17.5% | 699 | +11.8% | 0.01% | 0.0% |
| Q4 2020 | $57,000 | +119.2% | 625 | +92.9% | 0.01% | +100.0% |
| Q3 2020 | $26,000 | 0.0% | 324 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $26,000 | +18.2% | 324 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $22,000 | -24.1% | 324 | -9.2% | 0.01% | -14.3% |
| Q4 2019 | $29,000 | – | 357 | – | 0.01% | – |
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% |