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 | $5,809,723 | -4.5% | 114,817 | -1.1% | 0.22% | +4.2% |
| Q2 2023 | $6,080,589 | +5.1% | 116,108 | -2.9% | 0.22% | -8.9% |
| Q1 2023 | $5,783,115 | +6.3% | 119,560 | -0.8% | 0.24% | +3.0% |
| Q4 2022 | $5,442,924 | -12.5% | 120,552 | -18.0% | 0.23% | -29.2% |
| Q3 2022 | $6,224,000 | +7.3% | 146,954 | +13.2% | 0.32% | +11.3% |
| Q2 2022 | $5,798,000 | -13.1% | 129,821 | +4.8% | 0.29% | -16.1% |
| Q1 2022 | $6,672,000 | +3.4% | 123,902 | +118.5% | 0.35% | +18.0% |
| Q4 2021 | $6,454,000 | +12.0% | 56,705 | +2.4% | 0.30% | +17.5% |
| Q3 2021 | $5,763,000 | +3.3% | 55,393 | +3.2% | 0.25% | +3.7% |
| Q2 2021 | $5,579,000 | +15.4% | 53,655 | +6.6% | 0.24% | +3.9% |
| Q1 2021 | $4,835,000 | +6.9% | 50,352 | +1.3% | 0.23% | -0.9% |
| Q4 2020 | $4,522,000 | +58.1% | 49,716 | +40.1% | 0.24% | +28.4% |
| Q3 2020 | $2,861,000 | +15.3% | 35,482 | +6.0% | 0.18% | +6.4% |
| Q2 2020 | $2,481,000 | +23.2% | 33,482 | +1.9% | 0.17% | -6.5% |
| Q1 2020 | $2,013,000 | -27.6% | 32,859 | -9.2% | 0.18% | +1.1% |
| Q4 2019 | $2,779,000 | +9.1% | 36,179 | +0.7% | 0.18% | +0.6% |
| Q3 2019 | $2,547,000 | +7.9% | 35,912 | +6.8% | 0.18% | +1.1% |
| Q2 2019 | $2,360,000 | +6.8% | 33,626 | +2.9% | 0.18% | +3.5% |
| Q1 2019 | $2,209,000 | +35.7% | 32,679 | +19.8% | 0.17% | +8.8% |
| Q4 2018 | $1,628,000 | -12.9% | 27,273 | +1.5% | 0.16% | +6.0% |
| Q3 2018 | $1,870,000 | +8.3% | 26,877 | +1.2% | 0.15% | -2.0% |
| Q2 2018 | $1,726,000 | +3.6% | 26,561 | +0.6% | 0.15% | -5.0% |
| Q1 2018 | $1,666,000 | +5.4% | 26,414 | +6.6% | 0.16% | +5.2% |
| Q4 2017 | $1,580,000 | +23.0% | 24,780 | +15.8% | 0.15% | +11.7% |
| Q3 2017 | $1,285,000 | +2.4% | 21,400 | -1.5% | 0.14% | -2.1% |
| Q2 2017 | $1,255,000 | -28.0% | 21,729 | -29.9% | 0.14% | -26.7% |
| Q1 2017 | $1,743,000 | -6.4% | 30,982 | -11.4% | 0.19% | -11.6% |
| Q4 2016 | $1,863,000 | +6.9% | 34,979 | +3.7% | 0.22% | -7.3% |
| Q3 2016 | $1,742,000 | -4.5% | 33,740 | -7.9% | 0.23% | -4.5% |
| Q2 2016 | $1,824,000 | +0.4% | 36,645 | -1.4% | 0.24% | +4.3% |
| Q1 2016 | $1,816,000 | -0.5% | 37,174 | -1.1% | 0.23% | -5.3% |
| Q4 2015 | $1,826,000 | +5.2% | 37,598 | -0.9% | 0.25% | +10.8% |
| Q3 2015 | $1,736,000 | -1.3% | 37,946 | +6.4% | 0.22% | -10.1% |
| Q2 2015 | $1,759,000 | – | 35,680 | – | 0.25% | – |
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% |