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 2021 | $212,000 | -4.5% | 2,034 | -4.7% | 0.02% | -7.4% |
| Q2 2021 | $222,000 | +8.3% | 2,134 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $205,000 | -41.1% | 2,134 | -62.5% | 0.03% | -59.1% |
| Q1 2020 | $348,000 | -35.8% | 5,684 | -19.5% | 0.07% | -12.0% |
| Q4 2019 | $542,000 | +118.5% | 7,061 | +101.6% | 0.08% | +102.7% |
| Q3 2019 | $248,000 | +0.8% | 3,503 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $246,000 | +0.4% | 3,503 | 0.0% | 0.04% | +2.8% |
| Q1 2019 | $245,000 | -8.9% | 3,503 | -22.2% | 0.04% | -23.4% |
| Q4 2018 | $269,000 | -14.1% | 4,503 | 0.0% | 0.05% | +9.3% |
| Q3 2018 | $313,000 | – | 4,503 | – | 0.04% | – |
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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% |