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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,276,000 | -7.3% | 23,687 | +95.9% | 0.96% | -3.4% |
Q4 2021 | $1,376,000 | +8.1% | 12,091 | -1.2% | 0.99% | -0.6% |
Q3 2021 | $1,273,000 | -3.7% | 12,233 | -3.8% | 1.00% | +10.2% |
Q2 2021 | $1,322,000 | +6.4% | 12,714 | -1.7% | 0.90% | -6.1% |
Q1 2021 | $1,242,000 | +1.7% | 12,930 | -3.7% | 0.96% | -15.5% |
Q4 2020 | $1,221,000 | +11.8% | 13,420 | -1.0% | 1.14% | -8.8% |
Q3 2020 | $1,092,000 | +7.3% | 13,549 | -1.4% | 1.25% | -14.5% |
Q2 2020 | $1,018,000 | -13.8% | 13,742 | -10.6% | 1.46% | +37.6% |
Q4 2019 | $1,181,000 | – | 15,373 | – | 1.06% | – |
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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% |