SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,117 | -5.0% | 4,528 | -1.7% | 0.01% | -6.7% |
| Q2 2023 | $241,112 | +8.3% | 4,604 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $222,696 | +7.1% | 4,604 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $207,871 | +6829.0% | 4,604 | +5957.9% | 0.01% | – |
| Q3 2022 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 76 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 76 | +94.9% | 0.00% | – |
| Q4 2021 | $4,000 | -98.0% | 39 | -97.9% | 0.00% | -100.0% |
| Q3 2021 | $197,000 | +0.5% | 1,890 | 0.0% | 0.01% | +10.0% |
| Q2 2021 | $196,000 | +8.3% | 1,890 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $181,000 | +7.7% | 1,890 | +2.1% | 0.01% | 0.0% |
| Q4 2020 | $168,000 | -18.4% | 1,852 | -27.6% | 0.01% | -41.2% |
| Q3 2020 | $206,000 | -38.5% | 2,557 | -41.4% | 0.02% | -37.0% |
| Q4 2019 | $335,000 | +8.1% | 4,365 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $310,000 | -15.3% | 4,365 | -16.3% | 0.03% | -18.2% |
| Q2 2019 | $366,000 | -10.7% | 5,214 | -14.0% | 0.03% | -13.2% |
| Q1 2019 | $410,000 | +13.3% | 6,065 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $362,000 | – | 6,065 | – | 0.04% | – |
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% |