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 | $619,293 | -3.4% | 12,239 | 0.0% | 0.20% | -0.5% |
Q2 2023 | $640,956 | +8.3% | 12,239 | 0.0% | 0.20% | +3.1% |
Q1 2023 | $592,000 | +4.9% | 12,239 | -2.1% | 0.19% | -5.4% |
Q4 2022 | $564,284 | +6.7% | 12,498 | -0.0% | 0.20% | +2.5% |
Q3 2022 | $529,000 | -8.5% | 12,502 | -3.4% | 0.20% | -6.6% |
Q2 2022 | $578,000 | -17.2% | 12,943 | +92.8% | 0.21% | -10.5% |
Q3 2021 | $698,000 | +0.1% | 6,713 | 0.0% | 0.24% | +1.7% |
Q2 2021 | $697,000 | +13.5% | 6,713 | +5.0% | 0.23% | +7.9% |
Q1 2021 | $614,000 | +5.7% | 6,395 | 0.0% | 0.22% | -2.7% |
Q4 2020 | $581,000 | +11.7% | 6,395 | -0.9% | 0.22% | -3.5% |
Q3 2020 | $520,000 | +7.9% | 6,454 | -0.8% | 0.23% | -2.5% |
Q2 2020 | $482,000 | – | 6,508 | – | 0.24% | – |
Download |
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% |