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 | $36,330,932 | -2.8% | 718,003 | +0.6% | 8.26% | +2.4% |
| Q2 2023 | $37,373,553 | +10.5% | 713,644 | +2.0% | 8.07% | +4.1% |
| Q1 2023 | $33,828,319 | +6.7% | 699,366 | -0.4% | 7.75% | +5.2% |
| Q4 2022 | $31,690,754 | +6.6% | 701,899 | +0.0% | 7.37% | +3.0% |
| Q3 2022 | $29,718,000 | -4.2% | 701,728 | +1.0% | 7.16% | +5.3% |
| Q2 2022 | $31,017,000 | -17.0% | 694,516 | +0.1% | 6.80% | -3.9% |
| Q1 2022 | $37,361,000 | -4.2% | 693,798 | +102.4% | 7.07% | +5.9% |
| Q4 2021 | $39,008,000 | +10.9% | 342,719 | +1.3% | 6.68% | -1.0% |
| Q3 2021 | $35,188,000 | -1.6% | 338,247 | -1.6% | 6.75% | -3.8% |
| Q2 2021 | $35,753,000 | +11.9% | 343,878 | +3.3% | 7.01% | +2.2% |
| Q1 2021 | $31,965,000 | +9.2% | 332,865 | +3.5% | 6.86% | +0.7% |
| Q4 2020 | $29,261,000 | +13.2% | 321,728 | +0.4% | 6.81% | -0.1% |
| Q3 2020 | $25,846,000 | +10.5% | 320,554 | +1.6% | 6.82% | +3.5% |
| Q2 2020 | $23,381,000 | +30.9% | 315,539 | +8.2% | 6.58% | +10.8% |
| Q1 2020 | $17,856,000 | -18.4% | 291,520 | +2.3% | 5.94% | -4.0% |
| Q4 2019 | $21,892,000 | +10.1% | 285,011 | +1.6% | 6.19% | +1.6% |
| Q3 2019 | $19,892,000 | +1.1% | 280,442 | +0.1% | 6.09% | -1.0% |
| Q2 2019 | $19,671,000 | +2.7% | 280,256 | -1.1% | 6.15% | -0.3% |
| Q1 2019 | $19,157,000 | +17.5% | 283,347 | +3.7% | 6.17% | -5.9% |
| Q4 2018 | $16,305,000 | -14.9% | 273,110 | -0.9% | 6.56% | -0.9% |
| Q3 2018 | $19,164,000 | +5.9% | 275,499 | -1.0% | 6.61% | -2.6% |
| Q2 2018 | $18,093,000 | +4.1% | 278,389 | +1.0% | 6.79% | +2.1% |
| Q1 2018 | $17,380,000 | -7.5% | 275,531 | -6.5% | 6.65% | -7.5% |
| Q4 2017 | $18,796,000 | +4.3% | 294,693 | +0.7% | 7.19% | +2.7% |
| Q3 2017 | $18,022,000 | +1.5% | 292,703 | -4.7% | 7.01% | -0.1% |
| Q2 2017 | $17,752,000 | +3.8% | 307,295 | +1.1% | 7.01% | -6.8% |
| Q1 2017 | $17,102,000 | +3.9% | 303,933 | -1.6% | 7.52% | +19.7% |
| Q4 2016 | $16,458,000 | +0.4% | 309,020 | -2.7% | 6.28% | -8.8% |
| Q3 2016 | $16,398,000 | +0.8% | 317,684 | -2.8% | 6.89% | -3.9% |
| Q2 2016 | $16,267,000 | +2.1% | 326,838 | +0.2% | 7.17% | +2.4% |
| Q1 2016 | $15,929,000 | +0.7% | 326,148 | +0.1% | 7.00% | -17.3% |
| Q4 2015 | $15,822,000 | +8.7% | 325,748 | +2.4% | 8.46% | -11.1% |
| Q3 2015 | $14,550,000 | +3.5% | 317,962 | +11.5% | 9.52% | +21.8% |
| Q2 2015 | $14,064,000 | +6.2% | 285,236 | +6.7% | 7.82% | +6.2% |
| Q1 2015 | $13,246,000 | +3.7% | 267,226 | +2.6% | 7.36% | +0.2% |
| Q4 2014 | $12,776,000 | +8.8% | 260,472 | +4.2% | 7.34% | +10.2% |
| Q3 2014 | $11,746,000 | -0.5% | 249,977 | -0.8% | 6.66% | +2.1% |
| Q2 2014 | $11,800,000 | +11.5% | 251,977 | +6.4% | 6.53% | +3.2% |
| Q1 2014 | $10,584,000 | +6.0% | 236,720 | +4.5% | 6.33% | +2.8% |
| Q4 2013 | $9,988,000 | +8.0% | 226,578 | -1.5% | 6.15% | +6.1% |
| Q3 2013 | $9,247,000 | +7.1% | 229,963 | +1.7% | 5.80% | +0.9% |
| Q2 2013 | $8,636,000 | – | 226,143 | – | 5.75% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |