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 | $3,510,480 | -14.6% | 69,377 | -11.7% | 0.40% | -13.7% |
| Q2 2023 | $4,112,801 | +6.0% | 78,533 | -2.1% | 0.46% | 0.0% |
| Q1 2023 | $3,878,835 | +5.0% | 80,191 | -2.0% | 0.46% | -0.4% |
| Q4 2022 | $3,694,614 | +6.3% | 81,830 | -0.3% | 0.46% | -2.9% |
| Q3 2022 | $3,475,000 | -3.3% | 82,050 | +2.0% | 0.48% | -0.4% |
| Q2 2022 | $3,593,000 | -10.4% | 80,449 | +8.1% | 0.48% | -0.2% |
| Q1 2022 | $4,008,000 | +9.9% | 74,428 | +132.3% | 0.48% | +10.1% |
| Q4 2021 | $3,646,000 | +8.8% | 32,037 | -0.5% | 0.44% | +2.1% |
| Q3 2021 | $3,350,000 | +3.8% | 32,198 | +3.7% | 0.43% | -0.2% |
| Q2 2021 | $3,228,000 | +12.9% | 31,048 | +4.3% | 0.43% | +1.2% |
| Q1 2021 | $2,859,000 | -16.2% | 29,767 | -20.7% | 0.42% | -21.7% |
| Q4 2020 | $3,412,000 | +181.5% | 37,514 | +149.7% | 0.54% | +153.1% |
| Q3 2020 | $1,212,000 | +80.6% | 15,026 | +66.0% | 0.21% | +70.4% |
| Q2 2020 | $671,000 | +8287.5% | 9,054 | +7638.5% | 0.12% | +6150.0% |
| Q2 2018 | $8,000 | – | 117 | – | 0.00% | – |
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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% |