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 | $545,940 | +8.1% | 10,789 | +11.9% | 0.14% | +10.7% |
| Q2 2023 | $504,815 | -0.9% | 9,639 | -8.4% | 0.13% | 0.0% |
| Q1 2023 | $509,173 | +6.8% | 10,527 | -0.3% | 0.13% | -4.4% |
| Q4 2022 | $476,675 | +22.5% | 10,558 | +14.9% | 0.14% | +0.7% |
| Q3 2022 | $389,000 | -9.5% | 9,191 | -4.6% | 0.14% | -9.3% |
| Q2 2022 | $430,000 | -43.3% | 9,630 | -31.6% | 0.15% | -33.0% |
| Q1 2022 | $759,000 | +46.2% | 14,089 | +208.9% | 0.22% | +26.6% |
| Q4 2021 | $519,000 | – | 4,561 | – | 0.18% | – |
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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% |