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 | $714,270 | -3.4% | 14,116 | 0.0% | 0.18% | -2.6% |
Q2 2023 | $739,255 | +8.3% | 14,116 | 0.0% | 0.19% | +2.7% |
Q1 2023 | $682,791 | +7.1% | 14,116 | 0.0% | 0.18% | +10.1% |
Q4 2022 | $637,337 | +6.6% | 14,116 | 0.0% | 0.17% | -1.2% |
Q3 2022 | $597,813 | -5.2% | 14,116 | 0.0% | 0.17% | -3.4% |
Q2 2022 | $630,421 | -17.1% | 14,116 | 0.0% | 0.18% | -6.4% |
Q1 2022 | $760,147 | -5.4% | 14,116 | +100.0% | 0.19% | -8.7% |
Q4 2021 | $803,342 | +9.4% | 7,058 | 0.0% | 0.21% | -1.9% |
Q3 2021 | $734,244 | +0.1% | 7,058 | 0.0% | 0.21% | -1.4% |
Q2 2021 | $733,820 | +8.3% | 7,058 | 0.0% | 0.21% | -3.2% |
Q1 2021 | $677,780 | +5.6% | 7,058 | 0.0% | 0.22% | -3.1% |
Q4 2020 | $641,925 | +13.7% | 7,058 | +0.8% | 0.23% | -0.9% |
Q3 2020 | $564,410 | +8.7% | 7,000 | -0.1% | 0.23% | -4.6% |
Q2 2020 | $519,000 | +21.0% | 7,008 | 0.0% | 0.24% | +5.3% |
Q1 2020 | $429,000 | -20.3% | 7,008 | 0.0% | 0.23% | -2.1% |
Q4 2019 | $538,000 | -3.8% | 7,008 | -11.0% | 0.23% | -11.4% |
Q3 2019 | $559,000 | -70.4% | 7,874 | -70.8% | 0.26% | -67.6% |
Q2 2019 | $1,891,000 | +69.6% | 26,940 | +63.3% | 0.81% | +37.7% |
Q1 2019 | $1,115,000 | +166.7% | 16,499 | +135.7% | 0.59% | +128.3% |
Q4 2018 | $418,000 | – | 7,000 | – | 0.26% | – |
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% |