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 | $7,064,218 | -5.7% | 139,609 | -2.4% | 5.65% | -2.7% |
| Q2 2023 | $7,487,644 | -5.9% | 142,976 | -13.1% | 5.80% | -10.1% |
| Q1 2023 | $7,959,994 | +11.3% | 164,565 | +3.8% | 6.46% | +14.3% |
| Q4 2022 | $7,155,005 | +5.9% | 158,472 | -0.7% | 5.65% | -6.1% |
| Q3 2022 | $6,759,000 | -4.9% | 159,605 | +0.3% | 6.02% | -0.3% |
| Q2 2022 | $7,104,000 | -3.9% | 159,075 | +15.8% | 6.04% | +3.5% |
| Q1 2022 | $7,395,000 | -8.5% | 137,317 | +93.4% | 5.83% | -8.3% |
| Q4 2021 | $8,083,000 | – | 71,014 | – | 6.36% | – |
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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% |