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 2023 | $387,698 | -21.8% | 7,662 | -19.0% | 0.18% | -18.6% |
| Q2 2023 | $495,525 | +33.7% | 9,462 | +23.5% | 0.22% | +20.1% |
| Q1 2023 | $370,611 | +6.4% | 7,662 | -0.7% | 0.18% | -2.1% |
| Q4 2022 | $348,377 | +0.4% | 7,716 | -5.7% | 0.19% | -4.1% |
| Q3 2022 | $347,000 | -22.2% | 8,184 | -18.0% | 0.20% | -19.3% |
| Q2 2022 | $446,000 | -15.2% | 9,984 | +2.3% | 0.24% | +6.6% |
| Q1 2022 | $526,000 | -5.6% | 9,764 | +99.6% | 0.23% | 0.0% |
| Q4 2021 | $557,000 | +10.5% | 4,892 | +1.1% | 0.23% | -1.3% |
| Q3 2021 | $504,000 | +5.0% | 4,840 | +4.9% | 0.23% | +3.1% |
| Q2 2021 | $480,000 | +6.2% | 4,615 | -1.9% | 0.22% | -2.2% |
| Q1 2021 | $452,000 | +8.1% | 4,703 | +2.4% | 0.23% | 0.0% |
| Q4 2020 | $418,000 | +13.0% | 4,595 | 0.0% | 0.23% | -1.3% |
| Q3 2020 | $370,000 | -4.1% | 4,595 | -11.8% | 0.23% | -12.1% |
| Q2 2020 | $386,000 | +22.5% | 5,207 | +1.3% | 0.26% | +1.5% |
| Q1 2020 | $315,000 | -10.8% | 5,141 | +11.9% | 0.26% | +12.1% |
| Q4 2019 | $353,000 | +12.8% | 4,594 | +4.3% | 0.23% | +1.8% |
| Q3 2019 | $313,000 | +19.9% | 4,406 | +18.4% | 0.23% | +12.9% |
| Q2 2019 | $261,000 | – | 3,720 | – | 0.20% | – |
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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% |