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 | $635,637 | -10.7% | 12,562 | -7.6% | 0.10% | -9.7% |
| Q2 2023 | $711,708 | +2.3% | 13,590 | -5.5% | 0.11% | -4.2% |
| Q1 2023 | $695,899 | +4.6% | 14,387 | -2.4% | 0.12% | -1.7% |
| Q4 2022 | $665,285 | +4.9% | 14,735 | -1.6% | 0.12% | +7.1% |
| Q3 2022 | $634,000 | -9.0% | 14,978 | -4.0% | 0.11% | -11.8% |
| Q2 2022 | $697,000 | -8.0% | 15,601 | +0.8% | 0.13% | -11.8% |
| Q1 2022 | $758,000 | +21.9% | 15,470 | +182.9% | 0.14% | +2.9% |
| Q4 2021 | $622,000 | +6.1% | 5,469 | -3.0% | 0.14% | -10.8% |
| Q3 2021 | $586,000 | -1.3% | 5,637 | -1.3% | 0.16% | -15.1% |
| Q2 2021 | $594,000 | +118.4% | 5,710 | +22.8% | 0.18% | +1.1% |
| Q1 2020 | $272,000 | -16.0% | 4,649 | +10.3% | 0.18% | -2.7% |
| Q4 2019 | $324,000 | +4.9% | 4,214 | -4.6% | 0.19% | -9.2% |
| Q3 2019 | $309,000 | +2.7% | 4,418 | +3.7% | 0.21% | 0.0% |
| Q2 2019 | $301,000 | – | 4,261 | – | 0.21% | – |
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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% |