SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,836 | -7.0% | 5,847 | -3.8% | 0.37% | -14.5% |
| Q2 2023 | $318,122 | +8.3% | 6,075 | +0.0% | 0.43% | +1.7% |
| Q1 2023 | $293,775 | +7.2% | 6,073 | +0.0% | 0.42% | -0.5% |
| Q4 2022 | $274,171 | -9.2% | 6,072 | -2.0% | 0.42% | -6.4% |
| Q2 2022 | $302,000 | -11.4% | 6,196 | -2.2% | 0.45% | -2.0% |
| Q1 2022 | $341,000 | -6.1% | 6,337 | +98.8% | 0.46% | -1.5% |
| Q4 2021 | $363,000 | +9.7% | 3,187 | 0.0% | 0.47% | +1.5% |
| Q3 2021 | $331,000 | -4.3% | 3,187 | -4.1% | 0.46% | -5.9% |
| Q2 2021 | $346,000 | +7.5% | 3,324 | -0.7% | 0.49% | -2.8% |
| Q1 2021 | $322,000 | – | 3,349 | – | 0.50% | – |
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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% |