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 | $25,757,829 | +0.0% | 509,048 | +3.5% | 18.74% | -1.0% |
| Q2 2023 | $25,753,366 | +8.7% | 491,758 | +0.4% | 18.93% | +6.3% |
| Q1 2023 | $23,701,445 | +9.6% | 490,003 | +2.3% | 17.81% | +0.8% |
| Q4 2022 | $21,623,599 | +9.9% | 478,928 | +3.1% | 17.66% | -1.1% |
| Q3 2022 | $19,671,000 | -8.8% | 464,494 | +0.9% | 17.86% | -3.0% |
| Q2 2022 | $21,559,000 | -99.9% | 460,458 | +6.1% | 18.41% | -1.2% |
| Q1 2022 | $23,361,853,000 | +103266.5% | 433,832 | +98.6% | 18.63% | -4.1% |
| Q4 2021 | $22,601,000 | – | 218,455 | – | 19.44% | – |
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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% |