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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,887,963 | +22.5% | 96,589 | +26.7% | 1.30% | +22.7% |
| Q2 2023 | $3,989,279 | +18.5% | 76,225 | +9.4% | 1.06% | +12.0% |
| Q1 2023 | $3,366,137 | +10.9% | 69,655 | +3.7% | 0.94% | +4.0% |
| Q4 2022 | $3,034,085 | +42.4% | 67,191 | +33.6% | 0.91% | +32.2% |
| Q3 2022 | $2,130,000 | +19.5% | 50,291 | +26.1% | 0.69% | +22.9% |
| Q2 2022 | $1,782,000 | -99.9% | 39,888 | +5.2% | 0.56% | -4.0% |
| Q1 2022 | $2,042,000,000 | -25.9% | 37,906 | +56.6% | 0.58% | -67.6% |
| Q4 2021 | $2,755,000,000 | +105536.5% | 24,207 | -3.4% | 1.79% | +39.6% |
| Q3 2021 | $2,608,000 | +14.7% | 25,054 | +14.7% | 1.28% | +54.1% |
| Q2 2021 | $2,273,000 | +83.9% | 21,838 | +69.7% | 0.83% | +73.5% |
| Q1 2021 | $1,236,000 | +0.5% | 12,866 | -4.9% | 0.48% | -9.4% |
| Q4 2020 | $1,230,000 | +15.4% | 13,523 | +2.3% | 0.53% | -7.2% |
| Q3 2020 | $1,066,000 | – | 13,223 | – | 0.57% | – |
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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% |