SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,032,400 | -23.5% | 40,166 | -20.9% | 0.78% | -16.0% |
Q2 2023 | $2,658,161 | -8.8% | 50,757 | -15.8% | 0.93% | -17.1% |
Q1 2023 | $2,915,163 | -7.0% | 60,268 | -13.2% | 1.12% | -17.2% |
Q4 2022 | $3,134,674 | -0.7% | 69,428 | -6.8% | 1.36% | -7.9% |
Q3 2022 | $3,156,000 | -8.5% | 74,532 | -3.5% | 1.48% | -5.5% |
Q2 2022 | $3,449,000 | -17.5% | 77,220 | -0.6% | 1.56% | -12.4% |
Q1 2022 | $4,182,000 | -0.3% | 77,662 | +110.6% | 1.78% | -2.1% |
Q4 2021 | $4,196,000 | +5.3% | 36,868 | -3.7% | 1.82% | -3.1% |
Q3 2021 | $3,984,000 | -1.5% | 38,298 | -1.6% | 1.88% | -5.6% |
Q2 2021 | $4,045,000 | +3.2% | 38,909 | -4.7% | 1.99% | -7.4% |
Q1 2021 | $3,921,000 | -21.4% | 40,834 | -25.5% | 2.15% | -28.2% |
Q4 2020 | $4,988,000 | +8.9% | 54,844 | -3.4% | 3.00% | -10.8% |
Q3 2020 | $4,579,000 | -2.6% | 56,788 | -10.5% | 3.36% | -8.7% |
Q2 2020 | $4,703,000 | +14.4% | 63,465 | -5.4% | 3.68% | -7.9% |
Q1 2020 | $4,110,000 | -73.3% | 67,110 | -66.5% | 3.99% | -70.2% |
Q4 2019 | $15,390,000 | – | 200,371 | – | 13.38% | – |
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% |