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 | $22,998,703 | -5.8% | 454,520 | -2.5% | 0.42% | -5.6% |
| Q2 2023 | $24,416,739 | +2446.5% | 466,235 | +2252.0% | 0.44% | +2019.0% |
| Q1 2023 | $958,838 | -20.7% | 19,823 | -26.0% | 0.02% | -30.0% |
| Q4 2022 | $1,208,982 | -8.2% | 26,777 | -13.9% | 0.03% | -21.1% |
| Q3 2022 | $1,317,000 | -6.9% | 31,090 | -1.8% | 0.04% | -5.0% |
| Q2 2022 | $1,414,000 | -11.1% | 31,671 | +7.3% | 0.04% | -2.4% |
| Q1 2022 | $1,590,000 | -20.7% | 29,516 | +67.5% | 0.04% | -18.0% |
| Q4 2021 | $2,006,000 | +0.6% | 17,622 | -8.1% | 0.05% | -12.3% |
| Q3 2021 | $1,995,000 | -5.1% | 19,169 | -4.2% | 0.06% | -16.2% |
| Q2 2021 | $2,103,000 | +21.2% | 20,006 | +10.7% | 0.07% | +1.5% |
| Q1 2021 | $1,735,000 | +10.4% | 18,066 | +4.5% | 0.07% | -4.3% |
| Q4 2020 | $1,572,000 | +12.9% | 17,292 | +0.4% | 0.07% | -13.6% |
| Q3 2020 | $1,392,000 | -29.6% | 17,223 | -34.2% | 0.08% | -39.6% |
| Q2 2020 | $1,978,000 | +10.4% | 26,181 | -1.6% | 0.13% | -7.6% |
| Q1 2020 | $1,791,000 | – | 26,617 | – | 0.14% | – |
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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% |