SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,399 | -3.4% | 4,415 | 0.0% | 0.13% | +3.2% |
Q2 2023 | $231,214 | +8.5% | 4,415 | +0.2% | 0.12% | -0.8% |
Q1 2023 | $213,070 | -12.7% | 4,405 | -2.8% | 0.12% | -13.8% |
Q1 2022 | $244,000 | -5.4% | 4,530 | +100.0% | 0.14% | +9.0% |
Q4 2021 | $258,000 | +9.3% | 2,265 | 0.0% | 0.13% | +10.8% |
Q3 2021 | $236,000 | +0.4% | 2,265 | 0.0% | 0.12% | -1.6% |
Q2 2021 | $235,000 | +7.8% | 2,265 | 0.0% | 0.12% | +3.4% |
Q1 2021 | $218,000 | +5.8% | 2,265 | 0.0% | 0.12% | -15.1% |
Q4 2020 | $206,000 | +49.3% | 2,265 | -0.1% | 0.14% | +5.3% |
Q1 2020 | $138,000 | – | 2,267 | – | 0.13% | – |
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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% |