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 | $748,839 | -4.5% | 14,799 | -1.2% | 0.15% | -0.7% |
Q2 2023 | $784,408 | +9.6% | 14,978 | +1.2% | 0.15% | +0.7% |
Q1 2023 | $715,837 | +6.3% | 14,799 | -0.8% | 0.15% | -5.2% |
Q4 2022 | $673,504 | +48.3% | 14,917 | +39.2% | 0.15% | +29.4% |
Q3 2022 | $454,000 | -5.0% | 10,714 | +0.0% | 0.12% | -2.5% |
Q2 2022 | $478,000 | -18.8% | 10,711 | -2.1% | 0.12% | -11.6% |
Q1 2022 | $589,000 | -5.5% | 10,941 | +100.0% | 0.14% | -8.0% |
Q4 2021 | $623,000 | -15.0% | 5,470 | -22.4% | 0.15% | -24.6% |
Q3 2021 | $733,000 | 0.0% | 7,048 | +0.0% | 0.20% | 0.0% |
Q2 2021 | $733,000 | +8.3% | 7,046 | +0.0% | 0.20% | -4.8% |
Q1 2021 | $677,000 | +5.6% | 7,045 | +0.0% | 0.21% | -5.0% |
Q4 2020 | $641,000 | +8.3% | 7,044 | -4.1% | 0.22% | -7.2% |
Q3 2020 | $592,000 | +2.4% | 7,342 | -5.9% | 0.24% | -1.7% |
Q2 2020 | $578,000 | +20.9% | 7,804 | +0.0% | 0.24% | +3.4% |
Q1 2020 | $478,000 | -20.7% | 7,802 | -0.6% | 0.23% | -19.7% |
Q4 2019 | $603,000 | +16.2% | 7,853 | +7.3% | 0.29% | -1.7% |
Q3 2019 | $519,000 | +1.2% | 7,321 | +0.1% | 0.30% | -2.3% |
Q2 2019 | $513,000 | +3.8% | 7,311 | 0.0% | 0.30% | -4.4% |
Q1 2019 | $494,000 | +13.3% | 7,311 | +0.0% | 0.32% | -1.2% |
Q4 2018 | $436,000 | – | 7,310 | – | 0.32% | – |
Download |
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% |