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 | $83 | -2.4% | 1,636 | +0.2% | 0.03% | -6.2% |
Q2 2023 | $85 | +7.6% | 1,632 | +0.2% | 0.03% | +10.3% |
Q1 2023 | $79 | +8.2% | 1,629 | +0.2% | 0.03% | 0.0% |
Q4 2022 | $73 | -99.9% | 1,625 | +0.2% | 0.03% | -9.4% |
Q3 2022 | $69,000 | +64.3% | 1,621 | +72.8% | 0.03% | +77.8% |
Q2 2022 | $42,000 | +366.7% | 938 | +479.0% | 0.02% | +500.0% |
Q1 2022 | $9,000 | 0.0% | 162 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $9,000 | +12.5% | 81 | +1.2% | 0.00% | 0.0% |
Q3 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $8,000 | +300.0% | 80 | +370.6% | 0.00% | +200.0% |
Q1 2021 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $2,000 | +100.0% | 17 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $1,000 | – | 17 | – | 0.00% | – |
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% |