SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $37,364 | +8.5% | 713 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $34,427 | +43.4% | 712 | +25.6% | 0.01% | +14.3% |
| Q4 2022 | $24,002 | +0.0% | 567 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 566 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -19.4% | 567 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | -3.1% | 566 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $32,000 | +77.8% | 283 | +65.5% | 0.01% | +75.0% |
| Q3 2021 | $18,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | -25.0% | 171 | -43.0% | 0.00% | -42.9% |
| Q3 2020 | $24,000 | -11.1% | 300 | -14.8% | 0.01% | -12.5% |
| Q4 2019 | $27,000 | -69.7% | 352 | -71.9% | 0.01% | -73.3% |
| Q3 2019 | $89,000 | +1.1% | 1,252 | 0.0% | 0.03% | -6.2% |
| Q2 2019 | $88,000 | – | 1,252 | – | 0.03% | – |
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% |