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 | $1,475,252 | -10.4% | 29,161 | -7.3% | 0.05% | -7.1% |
| Q2 2023 | $1,647,295 | +8.3% | 31,461 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $1,521,451 | +5.8% | 31,461 | -1.3% | 0.06% | -1.8% |
| Q4 2022 | $1,438,523 | +12.8% | 31,861 | +5.8% | 0.06% | +5.6% |
| Q3 2022 | $1,275,000 | +7.3% | 30,114 | +13.2% | 0.05% | +10.2% |
| Q2 2022 | $1,188,000 | -3.5% | 26,611 | +16.4% | 0.05% | +8.9% |
| Q1 2022 | $1,231,000 | -5.4% | 22,860 | +100.0% | 0.04% | -6.2% |
| Q4 2021 | $1,301,000 | +9.4% | 11,430 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $1,189,000 | +0.1% | 11,430 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $1,188,000 | -0.2% | 11,430 | -7.8% | 0.05% | -7.5% |
| Q1 2021 | $1,190,000 | +5.6% | 12,394 | 0.0% | 0.05% | -5.4% |
| Q4 2020 | $1,127,000 | +12.8% | 12,394 | 0.0% | 0.06% | -3.4% |
| Q3 2020 | $999,000 | +8.8% | 12,394 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $918,000 | +20.9% | 12,394 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $759,000 | -5.1% | 12,394 | +18.9% | 0.06% | +13.7% |
| Q4 2019 | $800,000 | +8.3% | 10,420 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $739,000 | +51.1% | 10,420 | +49.5% | 0.05% | +48.6% |
| Q2 2019 | $489,000 | +3.8% | 6,968 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $471,000 | +13.2% | 6,968 | 0.0% | 0.04% | +2.9% |
| Q4 2018 | $416,000 | -22.1% | 6,968 | -9.2% | 0.03% | -12.8% |
| Q3 2018 | $534,000 | +0.8% | 7,674 | -5.8% | 0.04% | -7.1% |
| Q2 2018 | $530,000 | +275.9% | 8,149 | +263.3% | 0.04% | +250.0% |
| Q1 2018 | $141,000 | +143.1% | 2,243 | +145.4% | 0.01% | +140.0% |
| Q4 2017 | $58,000 | +5.5% | 914 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $55,000 | +3.8% | 914 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $53,000 | +3.9% | 914 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $51,000 | +4.1% | 914 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $49,000 | +4.3% | 914 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $47,000 | +4.4% | 914 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $45,000 | – | 914 | – | 0.01% | – |
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% |