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 | $437,791 | -9.7% | 8,652 | -6.5% | 0.27% | -7.6% |
| Q2 2023 | $484,580 | +49.2% | 9,253 | +37.8% | 0.29% | +39.9% |
| Q1 2023 | $324,756 | -20.6% | 6,714 | -25.9% | 0.21% | -25.7% |
| Q4 2022 | $408,833 | +1.2% | 9,055 | -5.1% | 0.28% | -11.4% |
| Q3 2022 | $404,000 | -3.1% | 9,543 | +2.2% | 0.32% | +5.3% |
| Q2 2022 | $417,000 | -6.1% | 9,337 | +13.2% | 0.30% | +6.4% |
| Q1 2022 | $444,000 | -7.9% | 8,246 | +94.5% | 0.28% | -5.1% |
| Q4 2021 | $482,000 | +0.6% | 4,239 | -0.4% | 0.30% | -5.1% |
| Q3 2021 | $479,000 | – | 4,256 | – | 0.31% | – |
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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% |