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 | $2,367,924 | -7.3% | 46,797 | -4.0% | 0.16% | -3.6% |
| Q2 2023 | $2,553,283 | +5.1% | 48,755 | -2.9% | 0.17% | +4.3% |
| Q1 2023 | $2,429,794 | +5.0% | 50,233 | -2.0% | 0.16% | -1.2% |
| Q4 2022 | $2,314,536 | +6.4% | 51,263 | -0.2% | 0.16% | 0.0% |
| Q3 2022 | $2,175,000 | -11.0% | 51,369 | -6.2% | 0.16% | -10.4% |
| Q2 2022 | $2,445,000 | -14.4% | 54,743 | +3.2% | 0.18% | +4.6% |
| Q1 2022 | $2,857,000 | -9.5% | 53,052 | +91.2% | 0.17% | -13.4% |
| Q4 2021 | $3,158,000 | +9.7% | 27,747 | +0.3% | 0.20% | +0.5% |
| Q3 2021 | $2,878,000 | -6.2% | 27,668 | -6.2% | 0.20% | -1.0% |
| Q2 2021 | $3,068,000 | +8.9% | 29,506 | +0.5% | 0.20% | 0.0% |
| Q1 2021 | $2,818,000 | -1.1% | 29,349 | -6.3% | 0.20% | -7.3% |
| Q4 2020 | $2,850,000 | +6.7% | 31,339 | -5.4% | 0.22% | -3.5% |
| Q3 2020 | $2,671,000 | -6.4% | 33,121 | -14.0% | 0.23% | -10.0% |
| Q2 2020 | $2,854,000 | -12.5% | 38,518 | -27.7% | 0.25% | -24.2% |
| Q1 2020 | $3,262,000 | -25.3% | 53,261 | -6.4% | 0.33% | -8.3% |
| Q4 2019 | $4,368,000 | +0.3% | 56,873 | -7.4% | 0.36% | -7.0% |
| Q3 2019 | $4,356,000 | +11.0% | 61,414 | +9.8% | 0.39% | +9.3% |
| Q2 2019 | $3,924,000 | +10.9% | 55,909 | +6.9% | 0.36% | +9.6% |
| Q1 2019 | $3,537,000 | +2.6% | 52,310 | -9.4% | 0.32% | -12.0% |
| Q4 2018 | $3,446,000 | -1.2% | 57,715 | +15.1% | 0.37% | +16.1% |
| Q3 2018 | $3,487,000 | +11.4% | 50,133 | +4.1% | 0.32% | +3.3% |
| Q2 2018 | $3,129,000 | +10.3% | 48,152 | +7.1% | 0.31% | +7.7% |
| Q1 2018 | $2,837,000 | +9.8% | 44,968 | +11.0% | 0.28% | +17.8% |
| Q4 2017 | $2,584,000 | +10.8% | 40,515 | +4.3% | 0.24% | +3.4% |
| Q3 2017 | $2,332,000 | +12.2% | 38,834 | +7.9% | 0.23% | +7.8% |
| Q2 2017 | $2,079,000 | +10.3% | 35,987 | +7.4% | 0.22% | +6.9% |
| Q1 2017 | $1,885,000 | +9.4% | 33,493 | +3.5% | 0.20% | +6.3% |
| Q4 2016 | $1,723,000 | +10.9% | 32,351 | +7.5% | 0.19% | +7.3% |
| Q3 2016 | $1,553,000 | +3.9% | 30,094 | +0.2% | 0.18% | +3.5% |
| Q2 2016 | $1,494,000 | +13.5% | 30,024 | +11.4% | 0.17% | +11.0% |
| Q1 2016 | $1,316,000 | +3.3% | 26,952 | +2.8% | 0.16% | +2.6% |
| Q4 2015 | $1,274,000 | -22.9% | 26,226 | -27.3% | 0.15% | -20.5% |
| Q3 2015 | $1,652,000 | +6.0% | 36,091 | +14.3% | 0.19% | +12.4% |
| Q2 2015 | $1,558,000 | +56.9% | 31,586 | +56.0% | 0.17% | +52.3% |
| Q4 2014 | $993,000 | +248.4% | 20,253 | +233.7% | 0.11% | +217.1% |
| Q3 2014 | $285,000 | +9.2% | 6,070 | +8.8% | 0.04% | +9.4% |
| Q2 2014 | $261,000 | – | 5,581 | – | 0.03% | – |
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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% |