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 | $368,536 | -1.2% | 7,187 | +1.0% | 0.05% | +1.9% |
| Q2 2023 | $372,830 | -86.7% | 7,119 | -87.8% | 0.05% | -88.1% |
| Q1 2023 | $2,812,797 | +12.4% | 58,152 | +4.9% | 0.44% | +9.5% |
| Q4 2022 | $2,502,086 | +6.9% | 55,417 | +0.3% | 0.40% | -5.9% |
| Q3 2022 | $2,341,000 | -2.4% | 55,273 | +2.9% | 0.42% | +2.2% |
| Q2 2022 | $2,399,000 | -12.6% | 53,712 | +5.4% | 0.42% | +10.6% |
| Q1 2022 | $2,744,000 | +0.3% | 50,954 | +112.0% | 0.38% | +0.3% |
| Q4 2021 | $2,735,000 | +13.5% | 24,033 | +3.8% | 0.38% | +4.2% |
| Q3 2021 | $2,409,000 | +0.8% | 23,160 | +0.8% | 0.36% | -0.8% |
| Q2 2021 | $2,389,000 | +20.5% | 22,981 | +11.3% | 0.36% | +7.4% |
| Q1 2021 | $1,983,000 | +11.2% | 20,647 | +5.3% | 0.34% | -4.0% |
| Q4 2020 | $1,783,000 | +26.9% | 19,606 | +12.5% | 0.35% | -3.6% |
| Q3 2020 | $1,405,000 | +11.5% | 17,425 | +2.5% | 0.36% | +1.1% |
| Q2 2020 | $1,260,000 | – | 17,003 | – | 0.36% | – |
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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% |