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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $45 | -99.9% | 1 | -99.9% | 0.00% | – |
| Q3 2022 | $75,000 | -5.1% | 1,776 | 0.0% | 0.00% | – |
| Q2 2022 | $79,000 | -17.7% | 1,776 | 0.0% | 0.00% | – |
| Q1 2022 | $96,000 | -5.0% | 1,776 | +100.0% | 0.00% | – |
| Q4 2021 | $101,000 | +9.8% | 888 | 0.0% | 0.00% | – |
| Q3 2021 | $92,000 | -8.9% | 888 | -8.8% | 0.00% | – |
| Q2 2021 | $101,000 | -71.9% | 974 | -83.4% | 0.00% | – |
| Q1 2020 | $359,000 | -22.3% | 5,868 | -10.0% | 0.00% | – |
| Q3 2019 | $462,000 | -22.4% | 6,522 | -23.1% | 0.00% | – |
| Q2 2019 | $595,000 | -24.4% | 8,483 | -35.7% | 0.00% | -100.0% |
| Q4 2018 | $787,000 | +1092.4% | 13,192 | +1157.6% | 0.00% | – |
| Q1 2018 | $66,000 | – | 1,049 | – | 0.00% | – |
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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% |