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 | $3,064,347 | -5.6% | 60,560 | -2.3% | 0.12% | +0.9% |
| Q2 2023 | $3,245,485 | +5.1% | 61,972 | -2.9% | 0.12% | +2.6% |
| Q1 2023 | $3,088,339 | +9.1% | 63,848 | +1.9% | 0.11% | +3.6% |
| Q4 2022 | $2,829,877 | -16.0% | 62,677 | -21.2% | 0.11% | -21.4% |
| Q3 2022 | $3,367,000 | -7.6% | 79,499 | -2.6% | 0.14% | -0.7% |
| Q2 2022 | $3,644,000 | -16.3% | 81,595 | +0.9% | 0.14% | -4.7% |
| Q1 2022 | $4,354,000 | -9.6% | 80,863 | +91.1% | 0.15% | -8.1% |
| Q4 2021 | $4,816,000 | +1.3% | 42,310 | -7.4% | 0.16% | -4.2% |
| Q3 2021 | $4,753,000 | -2.3% | 45,685 | -2.4% | 0.17% | -4.5% |
| Q2 2021 | $4,867,000 | -3.7% | 46,812 | -11.0% | 0.18% | -7.9% |
| Q1 2021 | $5,053,000 | -4.8% | 52,622 | -9.8% | 0.19% | -10.7% |
| Q4 2020 | $5,308,000 | +9.9% | 58,361 | -2.6% | 0.21% | -1.4% |
| Q3 2020 | $4,830,000 | +0.9% | 59,898 | -7.3% | 0.22% | -6.5% |
| Q2 2020 | $4,789,000 | +11.9% | 64,624 | -7.5% | 0.23% | -11.1% |
| Q1 2020 | $4,281,000 | -32.0% | 69,890 | -14.8% | 0.26% | -19.9% |
| Q4 2019 | $6,300,000 | -0.3% | 82,017 | -7.9% | 0.33% | -7.1% |
| Q3 2019 | $6,317,000 | +0.1% | 89,057 | -0.9% | 0.35% | +3.5% |
| Q2 2019 | $6,308,000 | +0.7% | 89,864 | -3.0% | 0.34% | +0.3% |
| Q1 2019 | $6,262,000 | +16.1% | 92,626 | +2.5% | 0.34% | +5.6% |
| Q4 2018 | $5,395,000 | -0.1% | 90,365 | +16.4% | 0.32% | +8.8% |
| Q3 2018 | $5,401,000 | +7.5% | 77,648 | +0.4% | 0.29% | +3.9% |
| Q2 2018 | $5,024,000 | +4.4% | 77,301 | +1.4% | 0.28% | +2.2% |
| Q1 2018 | $4,810,000 | -8.1% | 76,256 | -7.0% | 0.28% | -9.5% |
| Q4 2017 | $5,232,000 | +6.6% | 82,030 | +0.3% | 0.31% | +1.7% |
| Q3 2017 | $4,909,000 | +9.9% | 81,765 | +5.7% | 0.30% | +6.4% |
| Q2 2017 | $4,468,000 | +1.6% | 77,333 | -1.0% | 0.28% | -8.7% |
| Q1 2017 | $4,398,000 | +11.9% | 78,153 | +5.9% | 0.31% | +4.7% |
| Q4 2016 | $3,930,000 | +0.1% | 73,796 | -3.0% | 0.30% | -4.5% |
| Q3 2016 | $3,925,000 | -2.5% | 76,041 | -6.0% | 0.31% | -7.7% |
| Q2 2016 | $4,027,000 | +6.1% | 80,915 | +4.1% | 0.34% | 0.0% |
| Q1 2016 | $3,795,000 | +10.2% | 77,697 | +9.6% | 0.34% | +12.8% |
| Q4 2015 | $3,443,000 | +6.6% | 70,881 | +0.4% | 0.30% | +1.0% |
| Q3 2015 | $3,230,000 | +8.9% | 70,584 | +17.4% | 0.30% | +12.2% |
| Q2 2015 | $2,966,000 | +16.2% | 60,143 | +16.8% | 0.26% | +11.4% |
| Q1 2015 | $2,553,000 | +3.4% | 51,499 | +2.3% | 0.24% | +1.3% |
| Q4 2014 | $2,470,000 | +18.9% | 50,354 | +13.9% | 0.23% | +13.1% |
| Q3 2014 | $2,078,000 | +10.9% | 44,217 | +10.5% | 0.21% | +10.8% |
| Q2 2014 | $1,873,000 | +13.8% | 40,000 | +8.6% | 0.19% | +10.1% |
| Q1 2014 | $1,646,000 | +18.6% | 36,818 | +16.9% | 0.17% | +15.8% |
| Q4 2013 | $1,388,000 | +60.5% | 31,490 | +46.4% | 0.15% | +44.6% |
| Q3 2013 | $865,000 | +51.5% | 21,504 | +43.9% | 0.10% | +42.3% |
| Q2 2013 | $571,000 | – | 14,940 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |