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 | $2,118,065 | -5.2% | 41,859 | -1.9% | 0.64% | -0.6% |
| Q2 2023 | $2,233,842 | +7.4% | 42,655 | -0.8% | 0.64% | +1.7% |
| Q1 2023 | $2,080,152 | +6.8% | 43,005 | -0.3% | 0.63% | -0.8% |
| Q4 2022 | $1,947,771 | +6.6% | 43,140 | 0.0% | 0.64% | -3.3% |
| Q3 2022 | $1,827,000 | -5.6% | 43,140 | -0.5% | 0.66% | -10.2% |
| Q2 2022 | $1,936,000 | -18.7% | 43,355 | -2.0% | 0.74% | -16.8% |
| Q1 2022 | $2,382,000 | -7.4% | 44,230 | +95.7% | 0.88% | -7.7% |
| Q4 2021 | $2,573,000 | +4.5% | 22,605 | -4.5% | 0.96% | -2.5% |
| Q3 2021 | $2,463,000 | -1.8% | 23,679 | -1.8% | 0.98% | -3.3% |
| Q2 2021 | $2,507,000 | +6.3% | 24,117 | -1.8% | 1.02% | +2.1% |
| Q1 2021 | $2,359,000 | -21.2% | 24,565 | -25.4% | 1.00% | -26.7% |
| Q4 2020 | $2,994,000 | +11.6% | 32,916 | -1.1% | 1.36% | -2.2% |
| Q3 2020 | $2,683,000 | +7.7% | 33,270 | -1.0% | 1.39% | +0.5% |
| Q2 2020 | $2,491,000 | +23.4% | 33,615 | -2.0% | 1.38% | +10.8% |
| Q1 2020 | $2,018,000 | -32.5% | 34,301 | -11.9% | 1.25% | +3.1% |
| Q4 2019 | $2,990,000 | +8.5% | 38,928 | +0.2% | 1.21% | +9.9% |
| Q3 2019 | $2,757,000 | +0.1% | 38,865 | +1.2% | 1.10% | +2.9% |
| Q2 2019 | $2,754,000 | +1.9% | 38,394 | -1.4% | 1.07% | -2.6% |
| Q1 2019 | $2,702,000 | +36.8% | 38,924 | +17.7% | 1.10% | +13.7% |
| Q4 2018 | $1,975,000 | – | 33,084 | – | 0.97% | – |
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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% |