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 2022 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 26 | +100.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | -90.0% | 13 | -87.1% | 0.00% | -88.9% |
| Q1 2021 | $10,000 | +11.1% | 101 | 0.0% | 0.01% | +50.0% |
| Q4 2020 | $9,000 | -50.0% | 101 | -54.1% | 0.01% | -57.1% |
| Q3 2020 | $18,000 | -25.0% | 220 | -33.3% | 0.01% | -30.0% |
| Q2 2020 | $24,000 | +20.0% | 330 | +0.3% | 0.02% | -35.5% |
| Q1 2020 | $20,000 | -20.0% | 329 | +0.3% | 0.03% | +3.3% |
| Q4 2019 | $25,000 | +8.7% | 328 | +0.6% | 0.03% | -6.2% |
| Q3 2019 | $23,000 | +4.5% | 326 | +4.5% | 0.03% | -87.8% |
| Q3 2018 | $22,000 | – | 312 | – | 0.26% | – |
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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% |