SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $783,347 | -4.2% | 15,481 | -0.9% | 0.14% | +17.4% |
| Q2 2023 | $817,812 | +15.0% | 15,616 | +6.2% | 0.12% | +10.6% |
| Q1 2023 | $711,440 | +9.2% | 14,708 | +1.9% | 0.10% | +1.0% |
| Q4 2022 | $651,448 | -5.3% | 14,429 | -11.2% | 0.10% | -16.9% |
| Q3 2022 | $688,000 | +34.9% | 16,240 | +42.1% | 0.12% | +9.7% |
| Q2 2022 | $510,000 | -17.1% | 11,430 | +0.1% | 0.11% | -5.8% |
| Q1 2022 | $615,000 | -2.5% | 11,421 | +105.9% | 0.12% | -6.2% |
| Q4 2021 | $631,000 | +28.0% | 5,546 | +17.0% | 0.13% | +10.3% |
| Q3 2021 | $493,000 | 0.0% | 4,742 | 0.0% | 0.12% | -4.9% |
| Q2 2021 | $493,000 | – | 4,742 | – | 0.12% | – |
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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% |