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 2021 | $6,354,000 | -8.5% | 61,075 | -8.6% | 1.67% | +1.1% |
| Q2 2021 | $6,946,000 | +4.4% | 66,804 | -3.6% | 1.66% | -5.0% |
| Q1 2021 | $6,655,000 | -0.3% | 69,303 | -2.8% | 1.74% | -2.9% |
| Q4 2020 | $6,673,000 | +6.6% | 71,266 | -5.0% | 1.79% | -9.1% |
| Q3 2020 | $6,262,000 | +4.6% | 75,051 | -3.4% | 1.97% | -9.0% |
| Q2 2020 | $5,989,000 | +33.8% | 77,695 | +2.1% | 2.17% | +0.0% |
| Q1 2020 | $4,476,000 | -6.8% | 76,085 | +23.6% | 2.17% | +9.3% |
| Q4 2019 | $4,800,000 | +10.2% | 61,552 | +0.1% | 1.98% | -8.1% |
| Q3 2019 | $4,354,000 | +4.7% | 61,471 | +5.6% | 2.16% | -4.2% |
| Q2 2019 | $4,158,000 | +1.6% | 58,227 | -1.3% | 2.25% | -2.0% |
| Q1 2019 | $4,094,000 | +12.8% | 58,972 | +3.5% | 2.30% | +2.8% |
| Q4 2018 | $3,628,000 | -5.5% | 56,964 | -1.9% | 2.24% | -10.3% |
| Q3 2018 | $3,838,000 | +14.3% | 58,084 | +12.4% | 2.49% | +13.5% |
| Q2 2018 | $3,358,000 | +0.9% | 51,664 | -2.1% | 2.20% | +0.7% |
| Q1 2018 | $3,328,000 | +0.1% | 52,754 | +1.2% | 2.18% | +0.6% |
| Q4 2017 | $3,326,000 | +10.1% | 52,141 | +3.6% | 2.17% | +6.3% |
| Q3 2017 | $3,020,000 | +11.9% | 50,307 | +7.6% | 2.04% | +6.6% |
| Q2 2017 | $2,700,000 | +7.8% | 46,744 | +5.0% | 1.91% | +3.5% |
| Q1 2017 | $2,504,000 | +8.6% | 44,501 | +2.8% | 1.85% | +4.6% |
| Q4 2016 | $2,305,000 | – | 43,273 | – | 1.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |