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 | $52,030,460 | +51.3% | 1,028,270 | +45.4% | 4.03% | +68.9% |
| Q2 2023 | $34,386,598 | -21.5% | 707,250 | -21.5% | 2.38% | -21.5% |
| Q1 2023 | $43,803,149 | -20.6% | 900,926 | -26.2% | 3.04% | -40.7% |
| Q4 2022 | $55,149,655 | -2.8% | 1,221,476 | -8.9% | 5.12% | +7.0% |
| Q3 2022 | $56,755,000 | -20.2% | 1,340,147 | -15.8% | 4.78% | -16.0% |
| Q2 2022 | $71,109,000 | -19.4% | 1,592,232 | -2.9% | 5.70% | -3.8% |
| Q1 2022 | $88,268,000 | +0.1% | 1,639,137 | +111.5% | 5.92% | -12.0% |
| Q4 2021 | $88,200,000 | – | 774,907 | – | 6.73% | – |
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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% |