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 | $223,554 | +5.7% | 4,606 | 0.0% | 0.05% | -6.1% |
| Q4 2022 | $211,598 | -27.3% | 4,606 | -33.1% | 0.05% | -37.2% |
| Q3 2022 | $291,000 | -23.4% | 6,881 | -19.2% | 0.08% | -3.7% |
| Q2 2022 | $380,000 | -17.2% | 8,517 | 0.0% | 0.08% | -1.2% |
| Q1 2022 | $459,000 | -5.9% | 8,517 | +98.8% | 0.08% | -3.5% |
| Q4 2021 | $488,000 | +5.4% | 4,284 | +1.8% | 0.08% | 0.0% |
| Q3 2021 | $463,000 | +20.6% | 4,209 | +18.1% | 0.08% | -7.6% |
| Q2 2021 | $384,000 | +0.5% | 3,565 | -5.3% | 0.09% | -5.2% |
| Q1 2021 | $382,000 | – | 3,765 | – | 0.10% | – |
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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% |