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 | $279,263 | +17.4% | 5,519 | +21.5% | 0.24% | +15.7% |
Q2 2023 | $237,863 | +7.8% | 4,542 | -0.4% | 0.21% | -0.5% |
Q1 2023 | $220,613 | +7.3% | 4,561 | +0.1% | 0.21% | -2.8% |
Q4 2022 | $205,694 | -0.1% | 4,556 | -1.0% | 0.22% | 0.0% |
Q2 2022 | $206,000 | -16.9% | 4,602 | 0.0% | 0.22% | -8.1% |
Q1 2022 | $248,000 | -5.3% | 4,602 | +100.0% | 0.24% | -6.7% |
Q4 2021 | $262,000 | – | 2,301 | – | 0.25% | – |
Download |
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% |