SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,166 | -3.4% | 7,276 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $381,044 | -2.5% | 7,276 | -9.9% | 0.16% | -4.9% |
| Q1 2023 | $390,636 | +7.1% | 8,076 | 0.0% | 0.16% | +3.1% |
| Q4 2022 | $364,631 | +6.6% | 8,076 | 0.0% | 0.16% | -1.9% |
| Q3 2022 | $342,000 | -15.3% | 8,076 | -10.8% | 0.16% | -13.8% |
| Q2 2022 | $404,000 | -25.6% | 9,050 | +89.5% | 0.19% | -23.0% |
| Q1 2022 | $543,000 | 0.0% | 4,775 | 0.0% | 0.24% | 0.0% |
| Q4 2021 | $543,000 | +9.9% | 4,775 | +0.5% | 0.24% | -12.2% |
| Q3 2021 | $494,000 | -1.4% | 4,752 | -1.4% | 0.28% | -4.8% |
| Q2 2021 | $501,000 | +3.9% | 4,820 | 0.0% | 0.29% | -6.7% |
| Q1 2021 | $482,000 | +8.3% | 4,820 | 0.0% | 0.31% | -18.1% |
| Q4 2020 | $445,000 | – | 4,820 | – | 0.38% | – |
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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% |