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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,438 | +7.4% | 29,732 | +0.3% | 1.60% | +125.0% |
| Q4 2022 | $1,339 | -99.9% | 29,657 | +6.9% | 0.71% | +0.9% |
| Q3 2022 | $1,175,000 | +257.1% | 27,739 | +276.4% | 0.70% | +267.2% |
| Q2 2022 | $329,000 | -67.6% | 7,369 | -60.9% | 0.19% | -62.9% |
| Q1 2022 | $1,016,000 | +97.7% | 18,862 | +317.9% | 0.52% | +96.2% |
| Q4 2021 | $514,000 | -1.7% | 4,514 | -10.3% | 0.26% | -22.4% |
| Q2 2021 | $523,000 | -2.8% | 5,031 | -10.2% | 0.34% | +7.3% |
| Q1 2021 | $538,000 | +1.1% | 5,603 | -4.3% | 0.32% | -4.5% |
| Q4 2020 | $532,000 | +12.2% | 5,854 | -0.4% | 0.33% | -5.7% |
| Q3 2020 | $474,000 | +3.9% | 5,880 | -4.5% | 0.35% | -0.3% |
| Q2 2020 | $456,000 | +4.1% | 6,157 | -13.9% | 0.35% | -13.1% |
| Q1 2020 | $438,000 | -86.1% | 7,149 | -82.6% | 0.41% | -85.5% |
| Q4 2019 | $3,151,000 | – | 41,018 | – | 2.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |