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 | $439,489 | -8.2% | 8,686 | -5.0% | 0.31% | +10.5% |
| Q2 2023 | $478,900 | -5.8% | 9,145 | -13.0% | 0.28% | -23.9% |
| Q1 2023 | $508,253 | -8.3% | 10,508 | -14.4% | 0.36% | -19.8% |
| Q4 2022 | $553,965 | -1.4% | 12,269 | -7.5% | 0.45% | -23.3% |
| Q3 2022 | $562,000 | -11.9% | 13,266 | -7.1% | 0.59% | -9.6% |
| Q2 2022 | $638,000 | +10.2% | 14,285 | +32.8% | 0.66% | +68.8% |
| Q1 2022 | $579,000 | +2.3% | 10,753 | +116.4% | 0.39% | -13.6% |
| Q4 2021 | $566,000 | – | 4,970 | – | 0.45% | – |
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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% |