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 | $1,065,029 | +3.8% | 21,048 | +7.5% | 0.41% | +9.2% |
| Q2 2023 | $1,025,666 | +12.5% | 19,585 | +3.9% | 0.38% | +4.1% |
| Q1 2023 | $911,823 | +11.0% | 18,851 | +3.6% | 0.36% | +2.8% |
| Q4 2022 | $821,504 | +5.9% | 18,195 | -0.7% | 0.35% | +0.3% |
| Q3 2022 | $776,000 | -16.3% | 18,329 | -11.7% | 0.35% | -8.8% |
| Q2 2022 | $927,000 | -33.5% | 20,749 | -19.9% | 0.39% | -16.8% |
| Q1 2022 | $1,395,000 | -2.0% | 25,902 | +107.0% | 0.46% | +10.7% |
| Q4 2021 | $1,424,000 | +15.3% | 12,514 | +5.4% | 0.42% | +2.9% |
| Q3 2021 | $1,235,000 | +0.1% | 11,876 | +0.1% | 0.41% | 0.0% |
| Q2 2021 | $1,234,000 | +16.1% | 11,864 | +7.2% | 0.41% | +6.8% |
| Q1 2021 | $1,063,000 | +3.5% | 11,070 | -2.0% | 0.38% | -4.0% |
| Q4 2020 | $1,027,000 | +7.1% | 11,297 | -5.0% | 0.40% | +0.5% |
| Q3 2020 | $959,000 | +11.9% | 11,888 | +2.7% | 0.40% | +3.9% |
| Q2 2020 | $857,000 | +56.1% | 11,571 | +29.1% | 0.38% | +22.9% |
| Q1 2020 | $549,000 | -26.6% | 8,961 | -8.0% | 0.31% | -3.4% |
| Q4 2019 | $748,000 | +7.2% | 9,743 | -1.0% | 0.32% | -1.2% |
| Q3 2019 | $698,000 | -1.1% | 9,837 | -2.2% | 0.32% | +1.6% |
| Q2 2019 | $706,000 | +89.3% | 10,060 | +82.5% | 0.32% | +78.8% |
| Q1 2019 | $373,000 | +13.0% | 5,511 | -0.4% | 0.18% | -0.6% |
| Q4 2018 | $330,000 | -13.2% | 5,532 | +1.2% | 0.18% | +5.3% |
| Q3 2018 | $380,000 | +0.8% | 5,468 | -5.8% | 0.17% | -6.6% |
| Q2 2018 | $377,000 | +5.3% | 5,803 | +2.3% | 0.18% | +3.4% |
| Q1 2018 | $358,000 | +3.2% | 5,671 | +4.3% | 0.18% | +4.1% |
| Q4 2017 | $347,000 | 0.0% | 5,437 | -5.9% | 0.17% | -5.6% |
| Q3 2017 | $347,000 | -23.4% | 5,775 | -26.3% | 0.18% | -25.0% |
| Q2 2017 | $453,000 | -45.4% | 7,840 | -46.8% | 0.24% | -43.0% |
| Q1 2017 | $829,000 | +5.7% | 14,738 | +0.1% | 0.42% | -39.3% |
| Q4 2016 | $784,000 | +58.4% | 14,725 | +53.6% | 0.69% | +40.2% |
| Q3 2016 | $495,000 | +3.3% | 9,584 | -0.3% | 0.50% | +2.7% |
| Q2 2016 | $479,000 | -46.4% | 9,616 | -47.5% | 0.48% | -43.5% |
| Q1 2016 | $894,000 | -10.2% | 18,314 | -10.7% | 0.85% | -13.5% |
| Q4 2015 | $996,000 | -12.1% | 20,505 | -17.2% | 0.99% | -17.1% |
| Q3 2015 | $1,133,000 | +67.9% | 24,770 | +81.1% | 1.19% | +72.7% |
| Q2 2015 | $675,000 | -0.7% | 13,680 | -0.3% | 0.69% | -0.3% |
| Q1 2015 | $680,000 | +12.4% | 13,719 | +11.1% | 0.69% | +11.8% |
| Q4 2014 | $605,000 | – | 12,353 | – | 0.62% | – |
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% |