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 | $1,272,690 | -3.8% | 25,153 | -0.5% | 0.05% | -3.6% |
Q2 2023 | $1,323,336 | +7.0% | 25,277 | -1.1% | 0.06% | -5.2% |
Q1 2023 | $1,236,216 | +10.2% | 25,552 | +2.8% | 0.06% | +1.8% |
Q4 2022 | $1,121,528 | +29.4% | 24,849 | +21.4% | 0.06% | +16.3% |
Q3 2022 | $867,000 | -5.0% | 20,476 | +0.1% | 0.05% | -2.0% |
Q2 2022 | $913,000 | +161.6% | 20,463 | +416.9% | 0.05% | +150.0% |
Q1 2022 | $349,000 | +11.5% | 3,959 | +35.2% | 0.02% | +5.3% |
Q4 2021 | $313,000 | +3.0% | 2,929 | 0.0% | 0.02% | -9.5% |
Q3 2021 | $304,000 | +1.0% | 2,929 | -3.6% | 0.02% | -4.5% |
Q2 2021 | $301,000 | +8.7% | 3,037 | +5.3% | 0.02% | -18.5% |
Q1 2021 | $277,000 | -25.1% | 2,884 | -29.1% | 0.03% | -28.9% |
Q4 2020 | $370,000 | +42.3% | 4,065 | +26.0% | 0.04% | +18.8% |
Q3 2020 | $260,000 | +6.6% | 3,225 | -2.0% | 0.03% | -20.0% |
Q2 2020 | $244,000 | – | 3,290 | – | 0.04% | – |
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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% |