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 | $1,071 | -2.8% | 21,179 | +0.6% | 0.78% | -0.3% |
Q2 2023 | $1,102 | +5.6% | 21,043 | -2.6% | 0.78% | +3.6% |
Q1 2023 | $1,044 | -5.6% | 21,599 | -11.9% | 0.75% | -12.9% |
Q4 2022 | $1,106 | -99.7% | 24,511 | +177.1% | 0.86% | +164.1% |
Q3 2022 | $374,000 | -6.3% | 8,844 | 0.0% | 0.33% | 0.0% |
Q2 2022 | $399,000 | -16.2% | 8,844 | 0.0% | 0.33% | -7.4% |
Q1 2022 | $476,000 | +15766.7% | 8,844 | +26700.0% | 0.35% | +17500.0% |
Q4 2021 | $3,000 | – | 33 | – | 0.00% | – |
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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% |