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 2022 | $5,472,000 | -6.0% | 129,200 | -0.9% | 1.50% | +2.4% |
| Q2 2022 | $5,824,000 | -15.6% | 130,410 | +1.7% | 1.47% | -1.2% |
| Q1 2022 | $6,904,000 | -11.8% | 128,199 | +86.3% | 1.49% | -8.6% |
| Q4 2021 | $7,832,000 | +10.3% | 68,811 | +0.8% | 1.62% | +1.8% |
| Q3 2021 | $7,103,000 | +1.1% | 68,281 | +1.0% | 1.60% | +1.7% |
| Q2 2021 | $7,026,000 | +1.9% | 67,580 | -5.9% | 1.57% | -4.3% |
| Q1 2021 | $6,895,000 | -29.9% | 71,803 | -33.6% | 1.64% | -29.0% |
| Q4 2020 | $9,839,000 | +41.8% | 108,178 | +25.7% | 2.31% | +48.7% |
| Q3 2020 | $6,940,000 | -21.7% | 86,072 | -28.0% | 1.55% | -18.0% |
| Q2 2020 | $8,862,000 | +51.5% | 119,600 | +25.2% | 1.89% | +31.3% |
| Q1 2020 | $5,850,000 | -7.1% | 95,512 | +16.5% | 1.44% | +34.5% |
| Q4 2019 | $6,299,000 | +32.9% | 82,011 | +22.7% | 1.07% | +35.0% |
| Q3 2019 | $4,739,000 | +8.9% | 66,818 | +7.8% | 0.79% | +11.7% |
| Q2 2019 | $4,350,000 | -54.8% | 61,973 | -56.5% | 0.71% | -53.5% |
| Q1 2019 | $9,622,000 | -17.1% | 142,318 | -26.8% | 1.53% | -25.6% |
| Q4 2018 | $11,612,000 | -9.5% | 194,498 | +5.4% | 2.05% | +14.3% |
| Q3 2018 | $12,835,000 | -0.1% | 184,517 | -6.6% | 1.80% | +0.2% |
| Q2 2018 | $12,842,000 | -0.0% | 197,600 | -3.0% | 1.79% | +2.1% |
| Q1 2018 | $12,848,000 | -6.3% | 203,683 | -5.2% | 1.76% | -3.6% |
| Q4 2017 | $13,709,000 | +8.8% | 214,946 | +2.4% | 1.82% | -3.8% |
| Q3 2017 | $12,599,000 | +7.5% | 209,851 | +3.4% | 1.89% | +9.7% |
| Q2 2017 | $11,722,000 | -2.4% | 202,914 | -4.9% | 1.73% | -13.0% |
| Q1 2017 | $12,007,000 | -7.3% | 213,386 | -12.3% | 1.98% | +3.1% |
| Q4 2016 | $12,957,000 | +29.2% | 243,276 | +25.2% | 1.92% | +37.3% |
| Q3 2016 | $10,032,000 | -7.2% | 194,338 | -10.5% | 1.40% | -20.7% |
| Q2 2016 | $10,810,000 | -2.5% | 217,206 | -4.3% | 1.77% | -1.5% |
| Q1 2016 | $11,088,000 | +41.9% | 227,022 | +41.2% | 1.79% | +4.1% |
| Q4 2015 | $7,812,000 | +30.2% | 160,837 | +22.7% | 1.72% | +24.7% |
| Q3 2015 | $6,000,000 | +15.3% | 131,114 | +24.2% | 1.38% | +145.5% |
| Q2 2015 | $5,206,000 | +6.8% | 105,557 | +7.3% | 0.56% | -47.5% |
| Q1 2015 | $4,875,000 | +90.0% | 98,342 | +88.0% | 1.07% | +106.9% |
| Q4 2014 | $2,566,000 | +81.6% | 52,312 | +74.0% | 0.52% | +56.0% |
| Q3 2014 | $1,413,000 | +60.6% | 30,061 | +59.9% | 0.33% | +59.6% |
| Q2 2014 | $880,000 | -88.0% | 18,801 | -88.6% | 0.21% | -88.2% |
| Q1 2014 | $7,362,000 | +336.7% | 164,652 | +330.5% | 1.76% | +324.2% |
| Q4 2013 | $1,686,000 | +54.3% | 38,243 | +40.7% | 0.41% | +36.2% |
| Q3 2013 | $1,093,000 | -77.3% | 27,181 | -78.4% | 0.30% | -78.4% |
| Q2 2013 | $4,812,000 | – | 126,008 | – | 1.41% | – |
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% |