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 | $413,875 | -3.3% | 8,179 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $428,000 | +5.7% | 8,179 | -2.4% | 0.10% | +2.0% |
| Q1 2023 | $405,000 | +7.4% | 8,378 | +0.3% | 0.10% | +1.0% |
| Q4 2022 | $377,000 | +13.2% | 8,356 | +6.3% | 0.10% | +5.3% |
| Q3 2022 | $333,000 | +4.4% | 7,861 | +10.2% | 0.09% | +8.0% |
| Q2 2022 | $319,000 | +3.6% | 7,134 | +24.8% | 0.09% | +16.0% |
| Q1 2022 | $308,000 | -5.2% | 5,715 | +100.0% | 0.08% | -7.4% |
| Q4 2021 | $325,000 | +9.8% | 2,858 | +0.4% | 0.08% | -1.2% |
| Q3 2021 | $296,000 | -15.7% | 2,848 | -15.6% | 0.08% | -16.3% |
| Q2 2021 | $351,000 | +29.0% | 3,375 | +19.3% | 0.10% | +14.0% |
| Q1 2021 | $272,000 | +3.4% | 2,830 | -2.2% | 0.09% | -5.5% |
| Q4 2020 | $263,000 | +12.9% | 2,894 | +0.3% | 0.09% | +1.1% |
| Q3 2020 | $233,000 | +6.9% | 2,885 | -1.8% | 0.09% | -6.2% |
| Q2 2020 | $218,000 | – | 2,937 | – | 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% |