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 | $24,661,358 | -17.8% | 487,378 | -14.9% | 0.51% | -26.7% |
| Q2 2023 | $30,003,882 | +2.7% | 572,919 | -5.1% | 0.70% | -1.1% |
| Q1 2023 | $29,214,086 | +11.0% | 603,970 | +3.6% | 0.70% | +4.0% |
| Q4 2022 | $26,318,098 | +2.4% | 582,902 | -3.9% | 0.68% | -2.3% |
| Q3 2022 | $25,690,000 | -4.3% | 606,626 | +0.9% | 0.69% | +1.0% |
| Q2 2022 | $26,842,000 | -11.1% | 601,031 | +7.1% | 0.69% | +3.9% |
| Q1 2022 | $30,209,000 | -30.4% | 560,977 | +47.0% | 0.66% | -23.6% |
| Q4 2021 | $43,432,000 | – | 381,597 | – | 0.86% | – |
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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% |