SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $637,560 | -3.4% | 12,600 | 0.0% | 0.06% | +3.6% |
| Q2 2023 | $659,862 | +8.3% | 12,600 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $609,462 | +7.1% | 12,600 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $568,890 | +6.5% | 12,600 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $534,000 | -5.2% | 12,600 | 0.0% | 0.06% | +21.3% |
| Q2 2022 | $563,000 | -17.1% | 12,600 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $679,000 | -5.3% | 12,600 | +100.0% | 0.05% | -2.1% |
| Q4 2021 | $717,000 | +9.5% | 6,300 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $655,000 | +33.9% | 6,300 | +34.0% | 0.05% | +37.1% |
| Q2 2021 | $489,000 | – | 4,700 | – | 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% |