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 | $5,042,137 | -11.4% | 99,647 | -8.3% | 1.24% | -10.1% |
Q2 2023 | $5,688,433 | +17.6% | 108,620 | +8.6% | 1.38% | +8.1% |
Q1 2023 | $4,838,779 | +7.2% | 100,037 | +0.1% | 1.28% | -9.8% |
Q4 2022 | $4,513,932 | +21.6% | 99,976 | +14.0% | 1.41% | +1.0% |
Q3 2022 | $3,713,000 | +8.5% | 87,674 | +14.4% | 1.40% | +5.3% |
Q2 2022 | $3,422,000 | +90.3% | 76,631 | +129.6% | 1.33% | +96.4% |
Q1 2022 | $1,798,000 | +794.5% | 33,381 | +1789.1% | 0.68% | +1151.9% |
Q4 2021 | $201,000 | – | 1,767 | – | 0.05% | – |
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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% |