SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,140,000 | -38.4% | 437,560 | -36.2% | 0.01% | -33.3% |
| Q2 2023 | $35,944,000 | +50.0% | 686,355 | +38.6% | 0.01% | +28.6% |
| Q1 2023 | $23,958,000 | +21.7% | 495,311 | +13.6% | 0.01% | +16.7% |
| Q4 2022 | $19,690,000 | +8.7% | 436,101 | +1.9% | 0.01% | 0.0% |
| Q3 2022 | $18,118,000 | -10.6% | 427,786 | -5.8% | 0.01% | 0.0% |
| Q2 2022 | $20,275,000 | -28.0% | 453,974 | -13.2% | 0.01% | -14.3% |
| Q1 2022 | $28,176,000 | -6.8% | 523,245 | +97.0% | 0.01% | 0.0% |
| Q4 2021 | $30,229,000 | +16.8% | 265,576 | +6.8% | 0.01% | 0.0% |
| Q3 2021 | $25,877,000 | -3.0% | 248,753 | -3.0% | 0.01% | 0.0% |
| Q2 2021 | $26,666,000 | +37.8% | 256,478 | +27.3% | 0.01% | +16.7% |
| Q1 2021 | $19,352,000 | +9.7% | 201,517 | +3.9% | 0.01% | +20.0% |
| Q4 2020 | $17,639,000 | +1.1% | 193,940 | -10.4% | 0.01% | -16.7% |
| Q3 2020 | $17,445,000 | +10.2% | 216,368 | +1.3% | 0.01% | 0.0% |
| Q2 2020 | $15,827,000 | +25.1% | 213,589 | +3.4% | 0.01% | 0.0% |
| Q1 2020 | $12,647,000 | -18.6% | 206,466 | +2.1% | 0.01% | 0.0% |
| Q4 2019 | $15,535,000 | +32.5% | 202,251 | +22.4% | 0.01% | +20.0% |
| Q3 2019 | $11,723,000 | +6.1% | 165,274 | +5.0% | 0.01% | +25.0% |
| Q2 2019 | $11,046,000 | +2.0% | 157,370 | -1.8% | 0.00% | -20.0% |
| Q1 2019 | $10,834,000 | +16.1% | 160,254 | +2.5% | 0.01% | +25.0% |
| Q4 2018 | $9,333,000 | -4.0% | 156,319 | +11.9% | 0.00% | 0.0% |
| Q3 2018 | $9,719,000 | +16.6% | 139,731 | +8.9% | 0.00% | 0.0% |
| Q2 2018 | $8,337,000 | +17.6% | 128,296 | +14.1% | 0.00% | +33.3% |
| Q1 2018 | $7,092,000 | +8.3% | 112,432 | +9.5% | 0.00% | 0.0% |
| Q4 2017 | $6,546,000 | +3.0% | 102,632 | -3.0% | 0.00% | 0.0% |
| Q3 2017 | $6,354,000 | +16.3% | 105,825 | +11.9% | 0.00% | 0.0% |
| Q2 2017 | $5,463,000 | +10.1% | 94,567 | +7.3% | 0.00% | 0.0% |
| Q1 2017 | $4,961,000 | +5.7% | 88,144 | +0.1% | 0.00% | 0.0% |
| Q4 2016 | $4,692,000 | +59.6% | 88,087 | +54.7% | 0.00% | +50.0% |
| Q3 2016 | $2,939,000 | +13.8% | 56,931 | +9.7% | 0.00% | 0.0% |
| Q2 2016 | $2,583,000 | +17.8% | 51,883 | +15.6% | 0.00% | +100.0% |
| Q1 2016 | $2,193,000 | -17.3% | 44,899 | -17.8% | 0.00% | -50.0% |
| Q4 2015 | $2,653,000 | +580.3% | 54,640 | +540.0% | 0.00% | – |
| Q3 2015 | $390,000 | +56.0% | 8,537 | +68.6% | 0.00% | – |
| Q2 2015 | $250,000 | -85.5% | 5,063 | -85.4% | 0.00% | -100.0% |
| Q1 2015 | $1,722,000 | -20.5% | 34,740 | -21.4% | 0.00% | 0.0% |
| Q4 2014 | $2,167,000 | +8.1% | 44,184 | +3.5% | 0.00% | 0.0% |
| Q3 2014 | $2,005,000 | +6583.3% | 42,672 | +6464.9% | 0.00% | – |
| Q2 2014 | $30,000 | -64.7% | 650 | -65.8% | 0.00% | – |
| Q1 2014 | $85,000 | +193.1% | 1,899 | +192.2% | 0.00% | – |
| Q4 2013 | $29,000 | +11.5% | 650 | 0.0% | 0.00% | – |
| Q3 2013 | $26,000 | -98.3% | 650 | -98.4% | 0.00% | -100.0% |
| Q2 2013 | $1,557,000 | – | 40,758 | – | 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% |