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 | $355,667 | -4.6% | 7,029 | -1.3% | 0.18% | -3.2% |
| Q2 2023 | $372,927 | +8.3% | 7,121 | 0.0% | 0.19% | 0.0% |
| Q1 2023 | $344,443 | +7.1% | 7,121 | 0.0% | 0.19% | +1.1% |
| Q4 2022 | $321,513 | +88961.8% | 7,121 | -16.5% | 0.19% | -19.1% |
| Q3 2022 | $361 | -5.7% | 8,529 | -0.4% | 0.23% | -0.9% |
| Q2 2022 | $383 | -16.7% | 8,565 | +0.3% | 0.23% | -2.1% |
| Q1 2022 | $460 | -12.4% | 8,542 | +85.3% | 0.24% | -9.2% |
| Q4 2021 | $525 | +9.4% | 4,611 | 0.0% | 0.26% | -2.6% |
| Q3 2021 | $480 | +2.1% | 4,611 | +1.9% | 0.27% | -1.1% |
| Q2 2021 | $470 | +8.3% | 4,523 | 0.0% | 0.27% | -1.5% |
| Q1 2021 | $434 | +2.1% | 4,523 | -3.2% | 0.28% | -5.2% |
| Q4 2020 | $425 | +12.4% | 4,673 | 0.0% | 0.29% | -2.0% |
| Q3 2020 | $378 | +8.3% | 4,673 | 0.0% | 0.30% | -1.7% |
| Q2 2020 | $349 | +21.2% | 4,673 | 0.0% | 0.30% | -4.7% |
| Q1 2020 | $288 | – | 4,673 | – | 0.32% | – |
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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% |