SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $451,402 | +0.4% | 8,921 | +3.9% | 0.27% | +3.1% |
Q2 2023 | $449,753 | +3.8% | 8,588 | -4.1% | 0.26% | -6.8% |
Q1 2023 | $433,161 | +7.1% | 8,955 | +0.0% | 0.28% | -3.1% |
Q4 2022 | $404,279 | +5.8% | 8,954 | -0.8% | 0.29% | +3.2% |
Q3 2022 | $382,000 | -11.8% | 9,027 | -6.8% | 0.28% | -7.0% |
Q2 2022 | $433,000 | +29.6% | 9,689 | +56.1% | 0.30% | +67.8% |
Q1 2022 | $334,000 | -13.0% | 6,208 | +84.0% | 0.18% | +3.4% |
Q4 2021 | $384,000 | +8.2% | 3,374 | +0.0% | 0.17% | -1.7% |
Q3 2021 | $355,000 | +1.1% | 3,373 | 0.0% | 0.18% | +2.3% |
Q2 2021 | $351,000 | +1.4% | 3,373 | -6.3% | 0.17% | -9.9% |
Q1 2021 | $346,000 | +0.6% | 3,601 | -4.8% | 0.19% | -4.0% |
Q4 2020 | $344,000 | +2.4% | 3,781 | -9.3% | 0.20% | -16.3% |
Q3 2020 | $336,000 | +8.7% | 4,168 | +0.1% | 0.24% | -7.0% |
Q2 2020 | $309,000 | +5.8% | 4,165 | -12.5% | 0.26% | -25.1% |
Q1 2020 | $292,000 | -13.4% | 4,761 | +0.2% | 0.34% | -3.1% |
Q3 2019 | $337,000 | +1.2% | 4,753 | +0.0% | 0.35% | +14.2% |
Q2 2019 | $333,000 | -2.3% | 4,751 | -5.7% | 0.31% | -12.7% |
Q1 2019 | $341,000 | – | 5,037 | – | 0.36% | – |
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% |