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 | $2,789,072 | +0.7% | 55,120 | +4.2% | 0.03% | -3.6% |
Q2 2023 | $2,770,792 | +11.3% | 52,908 | +2.8% | 0.03% | +3.7% |
Q1 2023 | $2,489,868 | -25.7% | 51,475 | -30.6% | 0.03% | -10.0% |
Q4 2022 | $3,350,943 | -99.8% | 74,218 | +7.7% | 0.03% | +87.5% |
Q3 2022 | $1,460,459,000 | +7271.6% | 68,916 | -84.5% | 0.02% | -92.2% |
Q2 2022 | $19,812,000 | +991.6% | 443,612 | +1215.8% | 0.20% | +973.7% |
Q1 2022 | $1,815,000 | +48.8% | 33,714 | +214.6% | 0.02% | +58.3% |
Q4 2021 | $1,220,000 | -86.4% | 10,718 | -87.6% | 0.01% | -86.7% |
Q3 2021 | $8,983,000 | +659.3% | 86,346 | +658.6% | 0.09% | +592.3% |
Q2 2021 | $1,183,000 | +7.0% | 11,383 | -1.2% | 0.01% | -7.1% |
Q1 2021 | $1,106,000 | -86.5% | 11,518 | -87.3% | 0.01% | -85.3% |
Q4 2020 | $8,207,000 | -98.2% | 90,582 | +101677.5% | 0.10% | +1087.5% |
Q3 2020 | $455,000,000 | – | 89 | – | 0.01% | – |
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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% |