SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,164,800 | -3.8% | 42,783 | -0.4% | 0.24% | +4.7% |
| Q2 2023 | $2,249,329 | +10.1% | 42,951 | +1.7% | 0.23% | +7.3% |
| Q1 2023 | $2,042,429 | -19.0% | 42,225 | -24.4% | 0.22% | -30.1% |
| Q4 2022 | $2,522,148 | +6.6% | 55,862 | -0.0% | 0.31% | +4.3% |
| Q3 2022 | $2,367,000 | -6.9% | 55,874 | -1.8% | 0.30% | +0.3% |
| Q2 2022 | $2,542,000 | -17.2% | 56,927 | -0.2% | 0.30% | +9.2% |
| Q1 2022 | $3,071,000 | -6.1% | 57,026 | +98.5% | 0.27% | +6.2% |
| Q4 2021 | $3,270,000 | +9.6% | 28,728 | +0.2% | 0.26% | -3.7% |
| Q3 2021 | $2,983,000 | +0.0% | 28,673 | -0.0% | 0.27% | -2.2% |
| Q2 2021 | $2,982,000 | +8.1% | 28,683 | -0.2% | 0.27% | +4.6% |
| Q1 2021 | $2,759,000 | +3.5% | 28,732 | -2.0% | 0.26% | -6.1% |
| Q4 2020 | $2,666,000 | +12.7% | 29,312 | -0.1% | 0.28% | -2.1% |
| Q3 2020 | $2,366,000 | +1.5% | 29,344 | -6.7% | 0.28% | -10.1% |
| Q2 2020 | $2,330,000 | +13.7% | 31,436 | -6.0% | 0.32% | +5.0% |
| Q1 2020 | $2,050,000 | -25.1% | 33,457 | -6.1% | 0.30% | -2.0% |
| Q4 2019 | $2,736,000 | +2.6% | 35,619 | -5.3% | 0.31% | -5.8% |
| Q3 2019 | $2,667,000 | +1.0% | 37,599 | -0.1% | 0.33% | -0.6% |
| Q2 2019 | $2,641,000 | +5.9% | 37,622 | +1.9% | 0.33% | -2.1% |
| Q1 2019 | $2,495,000 | 0.0% | 36,906 | 0.0% | 0.34% | 0.0% |
| Q4 2018 | $2,495,000 | 0.0% | 36,906 | 0.0% | 0.34% | 0.0% |
| Q3 2018 | $2,495,000 | +95.7% | 36,906 | +88.2% | 0.34% | +98.2% |
| Q2 2018 | $1,275,000 | +1.8% | 19,614 | -1.2% | 0.17% | +3.0% |
| Q1 2018 | $1,253,000 | +1.0% | 19,861 | +2.1% | 0.16% | +0.6% |
| Q4 2017 | $1,241,000 | +6.2% | 19,461 | 0.0% | 0.16% | +0.6% |
| Q3 2017 | $1,168,000 | +24.3% | 19,461 | +19.6% | 0.16% | +14.9% |
| Q2 2017 | $940,000 | +2.6% | 16,275 | 0.0% | 0.14% | +6.0% |
| Q1 2017 | $916,000 | +13.9% | 16,275 | +7.8% | 0.13% | +9.9% |
| Q4 2016 | $804,000 | +22.9% | 15,096 | +19.2% | 0.12% | +27.4% |
| Q3 2016 | $654,000 | +3.8% | 12,669 | +0.0% | 0.10% | -2.1% |
| Q2 2016 | $630,000 | +1.9% | 12,668 | +0.0% | 0.10% | -7.6% |
| Q1 2016 | $618,000 | -76.4% | 12,666 | -76.2% | 0.10% | -72.1% |
| Q2 2015 | $2,619,000 | -1.1% | 53,128 | -0.5% | 0.38% | +7.4% |
| Q1 2015 | $2,647,000 | +0.6% | 53,395 | -0.5% | 0.35% | +1.2% |
| Q4 2014 | $2,631,000 | -77.4% | 53,643 | -78.4% | 0.35% | -78.2% |
| Q3 2014 | $11,651,000 | – | 247,955 | – | 1.59% | – |
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% |