SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,495 | -8.1% | 8,271 | -4.9% | 0.07% | -4.2% |
| Q2 2023 | $455,619 | +8.3% | 8,700 | 0.0% | 0.07% | -2.7% |
| Q1 2023 | $420,819 | +7.1% | 8,700 | 0.0% | 0.07% | -6.3% |
| Q4 2022 | $392,805 | +6.7% | 8,700 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $368,000 | -5.4% | 8,700 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $389,000 | -27.8% | 8,700 | -13.0% | 0.08% | -16.3% |
| Q1 2022 | $539,000 | -5.3% | 10,000 | +100.0% | 0.10% | -2.0% |
| Q4 2021 | $569,000 | +9.4% | 5,000 | 0.0% | 0.10% | -2.9% |
| Q3 2021 | $520,000 | 0.0% | 5,000 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $520,000 | +8.3% | 5,000 | 0.0% | 0.10% | -4.6% |
| Q1 2021 | $480,000 | +0.2% | 5,000 | 0.0% | 0.11% | 0.0% |
| Q4 2020 | $479,000 | +13.2% | 5,000 | 0.0% | 0.11% | -6.0% |
| Q3 2020 | $423,000 | +5.8% | 5,000 | 0.0% | 0.12% | -7.2% |
| Q2 2020 | $400,000 | +20.5% | 5,000 | 0.0% | 0.12% | -2.3% |
| Q1 2020 | $332,000 | -16.2% | 5,000 | 0.0% | 0.13% | -3.8% |
| Q4 2019 | $396,000 | +7.9% | 5,000 | 0.0% | 0.13% | -4.3% |
| Q3 2019 | $367,000 | +3.1% | 5,000 | 0.0% | 0.14% | -4.8% |
| Q2 2019 | $356,000 | -3.5% | 5,000 | -8.5% | 0.15% | -9.9% |
| Q1 2019 | $369,000 | +13.2% | 5,462 | 0.0% | 0.16% | -10.0% |
| Q4 2018 | $326,000 | – | 5,462 | – | 0.18% | – |
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% |