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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $215,139 | -35.2% | 4,108 | -33.5% | 0.03% | -17.6% |
| Q1 2022 | $332,000 | +40.1% | 6,179 | +196.4% | 0.03% | +47.8% |
| Q4 2021 | $237,000 | -25.9% | 2,085 | -32.2% | 0.02% | -34.3% |
| Q3 2021 | $320,000 | +0.3% | 3,076 | +0.2% | 0.04% | -2.8% |
| Q2 2021 | $319,000 | +8.5% | 3,069 | +0.2% | 0.04% | -5.3% |
| Q1 2021 | $294,000 | +15.3% | 3,063 | +9.2% | 0.04% | +2.7% |
| Q4 2020 | $255,000 | +10.9% | 2,805 | -6.4% | 0.04% | -9.8% |
| Q4 2019 | $230,000 | +8.0% | 2,998 | 0.0% | 0.04% | -6.8% |
| Q3 2019 | $213,000 | +1.4% | 2,998 | 0.0% | 0.04% | -8.3% |
| Q2 2019 | $210,000 | -6.7% | 2,998 | -9.8% | 0.05% | -14.3% |
| Q1 2019 | $225,000 | -6.6% | 3,323 | -17.5% | 0.06% | -20.0% |
| Q4 2018 | $241,000 | -13.9% | 4,030 | 0.0% | 0.07% | -2.8% |
| Q3 2018 | $280,000 | +6.9% | 4,030 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $262,000 | +3.1% | 4,030 | 0.0% | 0.07% | +14.1% |
| Q1 2018 | $254,000 | – | 4,030 | – | 0.06% | – |
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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% |