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 | $28,512 | -3.0% | 563 | +0.4% | 0.02% | +9.1% |
Q2 2023 | $29,398 | +8.7% | 561 | +0.4% | 0.02% | +4.8% |
Q1 2023 | $27,053 | +7.5% | 559 | +0.4% | 0.02% | +10.5% |
Q4 2022 | $25,154 | +9.4% | 557 | +0.4% | 0.02% | -5.0% |
Q3 2022 | $23,000 | -8.0% | 555 | +0.5% | 0.02% | 0.0% |
Q2 2022 | $25,000 | -16.7% | 552 | +0.4% | 0.02% | 0.0% |
Q1 2022 | $30,000 | -3.2% | 550 | +100.7% | 0.02% | 0.0% |
Q4 2021 | $31,000 | +10.7% | 274 | +0.4% | 0.02% | -4.8% |
Q3 2021 | $28,000 | 0.0% | 273 | +0.4% | 0.02% | 0.0% |
Q2 2021 | $28,000 | +7.7% | 272 | +0.4% | 0.02% | 0.0% |
Q1 2021 | $26,000 | +4.0% | 271 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $25,000 | +13.6% | 271 | +0.4% | 0.02% | +5.0% |
Q3 2020 | $22,000 | +10.0% | 270 | +0.7% | 0.02% | -9.1% |
Q2 2020 | $20,000 | +25.0% | 268 | +0.4% | 0.02% | +15.8% |
Q1 2020 | $16,000 | -20.0% | 267 | +0.8% | 0.02% | -9.5% |
Q4 2019 | $20,000 | – | 265 | – | 0.02% | – |
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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% |