SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,641,000 | -10.7% | 156,819 | -5.8% | 2.72% | -3.8% |
| Q2 2022 | $7,434,000 | +12.7% | 166,457 | +35.9% | 2.82% | +25.4% |
| Q1 2022 | $6,597,000 | +35.8% | 122,500 | +187.1% | 2.25% | +38.1% |
| Q4 2021 | $4,858,000 | +31.5% | 42,675 | +20.2% | 1.63% | +33.7% |
| Q3 2021 | $3,695,000 | -25.9% | 35,518 | -26.0% | 1.22% | -21.4% |
| Q2 2021 | $4,989,000 | +75.7% | 47,981 | +62.3% | 1.55% | +75.6% |
| Q1 2021 | $2,839,000 | -41.3% | 29,569 | -44.4% | 0.88% | -40.4% |
| Q4 2020 | $4,834,000 | -27.3% | 53,148 | -35.5% | 1.48% | -26.9% |
| Q3 2020 | $6,646,000 | -9.8% | 82,431 | -17.1% | 2.03% | +1.0% |
| Q2 2020 | $7,372,000 | -26.1% | 99,492 | -38.9% | 2.01% | -30.5% |
| Q1 2020 | $9,979,000 | -15.6% | 162,924 | +5.8% | 2.89% | +10.6% |
| Q4 2019 | $11,823,000 | -7.9% | 153,930 | -14.9% | 2.62% | -18.9% |
| Q3 2019 | $12,836,000 | +2.6% | 180,964 | +1.7% | 3.23% | +20.2% |
| Q2 2019 | $12,507,000 | +61.2% | 177,877 | +55.0% | 2.68% | +58.1% |
| Q1 2019 | $7,758,000 | +13.1% | 114,754 | -0.0% | 1.70% | +8.5% |
| Q4 2018 | $6,862,000 | +27.7% | 114,811 | +48.7% | 1.56% | +17.6% |
| Q3 2018 | $5,374,000 | -6.7% | 77,221 | -12.9% | 1.33% | -11.1% |
| Q2 2018 | $5,760,000 | – | 88,625 | – | 1.50% | – |
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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% |