SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,351,256 | +0.2% | 46,468 | +3.7% | 0.11% | 0.0% |
| Q2 2023 | $2,346,660 | +13.5% | 44,809 | +4.8% | 0.11% | +7.0% |
| Q1 2023 | $2,067,882 | +9.3% | 42,751 | +2.0% | 0.10% | -3.8% |
| Q4 2022 | $1,892,117 | +6.1% | 41,907 | -0.5% | 0.10% | -8.8% |
| Q3 2022 | $1,783,000 | -6.0% | 42,113 | -0.8% | 0.11% | -4.2% |
| Q2 2022 | $1,897,000 | -35.8% | 42,472 | -22.5% | 0.12% | -20.7% |
| Q1 2022 | $2,953,000 | -7.5% | 54,836 | +95.6% | 0.15% | -13.3% |
| Q4 2021 | $3,192,000 | +8.8% | 28,041 | -0.5% | 0.17% | +3.0% |
| Q3 2021 | $2,933,000 | +4.0% | 28,192 | +3.9% | 0.17% | -1.8% |
| Q2 2021 | $2,820,000 | +9.2% | 27,122 | +0.9% | 0.17% | +43.7% |
| Q1 2021 | $2,582,000 | +6.4% | 26,890 | +0.8% | 0.12% | -4.8% |
| Q4 2020 | $2,426,000 | +15.4% | 26,674 | +2.3% | 0.12% | -32.1% |
| Q3 2020 | $2,102,000 | +130.0% | 26,070 | +111.4% | 0.18% | +121.7% |
| Q2 2020 | $914,000 | +20.1% | 12,334 | +7.3% | 0.08% | +2.5% |
| Q1 2020 | $761,000 | -13.1% | 11,498 | +0.8% | 0.08% | -4.7% |
| Q4 2019 | $876,000 | +16.8% | 11,408 | +7.8% | 0.08% | +2.4% |
| Q3 2019 | $750,000 | -1.7% | 10,580 | -2.6% | 0.08% | -4.6% |
| Q2 2019 | $763,000 | +21.1% | 10,867 | +16.5% | 0.09% | +13.0% |
| Q1 2019 | $630,000 | +34.3% | 9,325 | +18.7% | 0.08% | +16.7% |
| Q4 2018 | $469,000 | -10.2% | 7,859 | -2.6% | 0.07% | -7.0% |
| Q3 2018 | $522,000 | -8.7% | 8,069 | -4.6% | 0.07% | -11.2% |
| Q2 2018 | $572,000 | +393.1% | 8,462 | +360.6% | 0.08% | +321.1% |
| Q1 2018 | $116,000 | +0.9% | 1,837 | +2.3% | 0.02% | 0.0% |
| Q4 2017 | $115,000 | +283.3% | 1,796 | +265.0% | 0.02% | +171.4% |
| Q3 2017 | $30,000 | – | 492 | – | 0.01% | – |
Download | ||||||
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% |