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 2022 | $1,565,000 | -9.2% | 36,945 | -4.2% | 0.58% | -7.8% |
| Q2 2022 | $1,723,000 | -15.8% | 38,573 | +1.5% | 0.63% | -3.7% |
| Q1 2022 | $2,047,000 | -10.1% | 38,017 | +89.9% | 0.65% | -32.3% |
| Q4 2021 | $2,278,000 | -3.6% | 20,017 | -11.9% | 0.96% | -11.2% |
| Q3 2021 | $2,364,000 | -15.1% | 22,725 | -15.1% | 1.08% | -13.7% |
| Q2 2021 | $2,784,000 | +0.2% | 26,781 | -7.6% | 1.26% | -6.7% |
| Q1 2021 | $2,778,000 | +1118.4% | 28,982 | +1055.6% | 1.35% | +563.5% |
| Q4 2020 | $228,000 | -99.9% | 2,508 | +7.6% | 0.20% | +81.2% |
| Q2 2020 | $172,727,000 | +5511.7% | 2,331 | -95.4% | 0.11% | -96.3% |
| Q1 2020 | $3,078,000 | +980.0% | 50,267 | +1252.0% | 2.99% | +1344.0% |
| Q4 2019 | $285,000 | +32.6% | 3,718 | +22.7% | 0.21% | +18.3% |
| Q3 2019 | $215,000 | -40.8% | 3,029 | -41.5% | 0.18% | -35.9% |
| Q2 2019 | $363,000 | -93.2% | 5,177 | -93.4% | 0.27% | -92.2% |
| Q1 2019 | $5,331,000 | -51.7% | 78,755 | -53.7% | 3.50% | -57.4% |
| Q3 2018 | $11,043,000 | -12.2% | 169,915 | -8.1% | 8.23% | -0.4% |
| Q2 2018 | $12,583,000 | +17.7% | 184,813 | +10.1% | 8.26% | +2.5% |
| Q1 2018 | $10,694,000 | -15.5% | 167,916 | -11.0% | 8.06% | -6.3% |
| Q4 2017 | $12,658,000 | – | 188,652 | – | 8.60% | – |
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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% |