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 | $977,997 | +1.9% | 19,328 | +5.5% | 0.42% | +8.7% |
| Q2 2023 | $960,073 | +100960.3% | 18,322 | -6.8% | 0.39% | -28.2% |
| Q1 2023 | $950 | -99.9% | 19,649 | -2.3% | 0.54% | +14.1% |
| Q4 2022 | $920,389 | +4.4% | 20,109 | +3.7% | 0.48% | -0.2% |
| Q3 2022 | $882,000 | -17.5% | 19,385 | -18.2% | 0.48% | -20.3% |
| Q2 2022 | $1,069,000 | -21.5% | 23,705 | -7.7% | 0.60% | -12.5% |
| Q1 2022 | $1,361,000 | +6.7% | 25,689 | +126.3% | 0.68% | -32.6% |
| Q4 2021 | $1,275,000 | +18.1% | 11,354 | +16.1% | 1.01% | +18.1% |
| Q3 2021 | $1,080,000 | +40.4% | 9,777 | +32.8% | 0.86% | +31.2% |
| Q2 2021 | $769,000 | +33.5% | 7,361 | +29.3% | 0.65% | +42.0% |
| Q1 2021 | $576,000 | +130.4% | 5,693 | +110.2% | 0.46% | +86.2% |
| Q4 2020 | $250,000 | – | 2,709 | – | 0.25% | – |
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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% |