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 | $340,436 | -20.4% | 6,728 | -17.6% | 0.00% | -50.0% |
Q2 2023 | $427,758 | +8.3% | 8,168 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $395,086 | +531.4% | 8,168 | +489.3% | 0.00% | – |
Q4 2022 | $62,577 | +6.1% | 1,386 | -1.3% | 0.00% | – |
Q3 2022 | $59,000 | +742.9% | 1,404 | +777.5% | 0.00% | – |
Q2 2022 | $7,000 | -12.5% | 160 | 0.0% | 0.00% | – |
Q1 2022 | $8,000 | +100.0% | 160 | +321.1% | 0.00% | – |
Q4 2021 | $4,000 | – | 38 | +3700.0% | 0.00% | – |
Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 1 | -92.9% | 0.00% | – |
Q1 2017 | $0 | – | 14 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |