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 | $8,255,924 | -3.8% | 163,160 | -0.5% | 0.77% | -1.3% |
| Q2 2023 | $8,583,891 | +0.2% | 163,909 | -7.4% | 0.78% | -5.0% |
| Q1 2023 | $8,563,258 | -5.4% | 177,036 | -11.7% | 0.82% | -10.6% |
| Q4 2022 | $9,051,878 | +10.1% | 200,484 | +3.3% | 0.92% | -0.2% |
| Q3 2022 | $8,219,000 | +11.5% | 194,077 | +17.6% | 0.92% | +16.8% |
| Q2 2022 | $7,373,000 | +9.8% | 165,094 | +32.4% | 0.79% | +24.0% |
| Q1 2022 | $6,715,000 | -2.4% | 124,703 | +106.3% | 0.63% | +1.8% |
| Q4 2021 | $6,879,000 | +6.0% | 60,440 | -3.1% | 0.62% | -3.0% |
| Q3 2021 | $6,492,000 | +7.3% | 62,403 | +7.2% | 0.64% | +4.1% |
| Q2 2021 | $6,053,000 | +19.5% | 58,216 | +10.3% | 0.62% | +13.0% |
| Q1 2021 | $5,067,000 | +19.9% | 52,762 | +13.6% | 0.55% | +11.9% |
| Q4 2020 | $4,225,000 | -12.0% | 46,456 | -21.9% | 0.49% | -24.0% |
| Q3 2020 | $4,799,000 | +9.5% | 59,515 | +0.6% | 0.64% | +2.1% |
| Q2 2020 | $4,384,000 | +21.5% | 59,170 | +0.5% | 0.63% | +4.0% |
| Q1 2020 | $3,608,000 | -44.2% | 58,903 | -30.0% | 0.60% | -24.0% |
| Q4 2019 | $6,467,000 | +5.2% | 84,195 | -2.9% | 0.80% | -2.3% |
| Q3 2019 | $6,149,000 | -13.0% | 86,687 | -13.9% | 0.82% | -13.9% |
| Q2 2019 | $7,069,000 | -19.2% | 100,712 | -22.2% | 0.95% | -22.9% |
| Q1 2019 | $8,753,000 | +53.4% | 129,469 | +35.5% | 1.23% | +36.3% |
| Q4 2018 | $5,705,000 | +550.5% | 95,562 | +657.6% | 0.90% | +684.3% |
| Q3 2018 | $877,000 | -15.7% | 12,614 | -21.2% | 0.12% | +47.4% |
| Q2 2018 | $1,040,000 | -25.6% | 16,001 | -27.8% | 0.08% | -62.1% |
| Q1 2018 | $1,398,000 | +480.1% | 22,175 | +485.4% | 0.21% | +488.6% |
| Q4 2017 | $241,000 | -89.3% | 3,788 | -89.9% | 0.04% | -89.3% |
| Q3 2017 | $2,261,000 | -47.2% | 37,658 | -49.2% | 0.33% | -49.5% |
| Q2 2017 | $4,284,000 | +15.0% | 74,162 | +6.1% | 0.65% | +2.7% |
| Q4 2016 | $3,724,000 | +20.8% | 69,924 | +10.1% | 0.63% | -2.2% |
| Q4 2015 | $3,084,000 | +51.6% | 63,495 | +54.7% | 0.65% | +50.1% |
| Q1 2015 | $2,034,000 | -89.2% | 41,038 | -89.3% | 0.43% | -78.7% |
| Q4 2014 | $18,816,000 | +264.3% | 383,598 | +249.0% | 2.02% | +80.0% |
| Q3 2014 | $5,165,000 | -11.8% | 109,910 | -12.1% | 1.12% | -11.7% |
| Q2 2014 | $5,854,000 | – | 125,008 | – | 1.27% | – |
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% |