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 | $257,554 | -14.0% | 5,090 | -11.0% | 0.13% | -9.9% |
| Q2 2023 | $299,556 | +105377.5% | 5,720 | -2.6% | 0.14% | +8.5% |
| Q1 2023 | $284 | +4.4% | 5,870 | -2.5% | 0.13% | +2.4% |
| Q4 2022 | $272 | -99.9% | 6,020 | -2.0% | 0.13% | -2.3% |
| Q3 2022 | $260,000 | -7.1% | 6,145 | -2.0% | 0.13% | +1.6% |
| Q2 2022 | $280,000 | -17.2% | 6,270 | 0.0% | 0.13% | -3.8% |
| Q1 2022 | $338,000 | -6.9% | 6,270 | +96.9% | 0.13% | -3.6% |
| Q4 2021 | $363,000 | +3.7% | 3,185 | -5.3% | 0.14% | -4.8% |
| Q3 2021 | $350,000 | -10.5% | 3,365 | -10.6% | 0.14% | -4.6% |
| Q2 2021 | $391,000 | -1.3% | 3,765 | -8.6% | 0.15% | -9.5% |
| Q1 2021 | $396,000 | +4.5% | 4,120 | -1.2% | 0.17% | -1.2% |
| Q4 2020 | $379,000 | -89.0% | 4,170 | -2.3% | 0.17% | -89.9% |
| Q3 2020 | $3,442,000 | +921.4% | 4,270 | -6.1% | 1.68% | +823.6% |
| Q2 2020 | $337,000 | +14.6% | 4,545 | -5.2% | 0.18% | +8.3% |
| Q1 2020 | $294,000 | -26.5% | 4,795 | -8.0% | 0.17% | -7.2% |
| Q4 2019 | $400,000 | -32.7% | 5,210 | -37.8% | 0.18% | -36.5% |
| Q3 2019 | $594,000 | +5.7% | 8,375 | +4.6% | 0.28% | +5.9% |
| Q2 2019 | $562,000 | +15.4% | 8,005 | +11.1% | 0.27% | +13.0% |
| Q1 2019 | $487,000 | +14.6% | 7,205 | +1.1% | 0.24% | +3.0% |
| Q4 2018 | $425,000 | +10.4% | 7,125 | +28.8% | 0.23% | +24.9% |
| Q3 2018 | $385,000 | +4.1% | 5,530 | -2.8% | 0.18% | +1.6% |
| Q2 2018 | $370,000 | -47.4% | 5,690 | -48.9% | 0.18% | -46.2% |
| Q1 2018 | $703,000 | -24.2% | 11,140 | -23.4% | 0.34% | -21.9% |
| Q4 2017 | $927,000 | +20.4% | 14,540 | +13.4% | 0.43% | +18.0% |
| Q3 2017 | $770,000 | -7.0% | 12,825 | -10.5% | 0.37% | -15.8% |
| Q2 2017 | $828,000 | -23.3% | 14,325 | -25.3% | 0.44% | -24.0% |
| Q1 2017 | $1,079,000 | +205.7% | 19,175 | +189.4% | 0.57% | +189.9% |
| Q4 2016 | $353,000 | +2.3% | 6,625 | -60.5% | 0.20% | 0.0% |
| Q3 2016 | $345,000 | -22.8% | 16,774 | +86.9% | 0.20% | -25.8% |
| Q2 2016 | $447,000 | -17.5% | 8,975 | -19.1% | 0.27% | -18.1% |
| Q1 2016 | $542,000 | +39.3% | 11,100 | +38.6% | 0.33% | +39.3% |
| Q4 2015 | $389,000 | – | 8,010 | – | 0.23% | – |
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% |