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 2023 | $9,991,997 | +1.4% | 197,470 | +4.9% | 0.68% | +3.0% |
| Q2 2023 | $9,858,546 | +18.6% | 188,248 | +9.5% | 0.66% | +10.2% |
| Q1 2023 | $8,312,931 | +7.0% | 171,861 | -0.1% | 0.60% | -0.3% |
| Q4 2022 | $7,768,760 | -1.4% | 172,066 | -7.5% | 0.60% | -7.8% |
| Q3 2022 | $7,876,000 | -0.2% | 185,964 | +5.2% | 0.65% | -1.2% |
| Q2 2022 | $7,893,000 | +549.1% | 176,745 | +682.7% | 0.66% | +588.5% |
| Q1 2022 | $1,216,000 | +32.3% | 22,582 | +157.0% | 0.10% | +17.1% |
| Q4 2021 | $919,000 | +6.4% | 8,787 | +7.0% | 0.08% | +12.3% |
| Q3 2021 | $864,000 | -6.0% | 8,214 | -6.5% | 0.07% | -11.0% |
| Q2 2021 | $919,000 | +12.3% | 8,787 | +7.3% | 0.08% | -2.4% |
| Q1 2021 | $818,000 | +1360.7% | 8,186 | +842.0% | 0.08% | +281.8% |
| Q3 2018 | $56,000 | – | 869 | – | 0.02% | – |
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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% |