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 | $672,016 | -1.1% | 13,281 | +2.3% | 0.08% | +4.1% |
| Q2 2023 | $679,693 | +13.1% | 12,979 | +4.5% | 0.07% | +7.4% |
| Q1 2023 | $600,756 | +5.0% | 12,420 | -2.0% | 0.07% | +1.5% |
| Q4 2022 | $572,141 | +6.7% | 12,672 | +0.2% | 0.07% | -2.9% |
| Q3 2022 | $536,000 | -5.1% | 12,651 | -0.1% | 0.07% | -1.4% |
| Q2 2022 | $565,000 | -24.1% | 12,661 | -8.3% | 0.07% | -11.4% |
| Q1 2022 | $744,000 | -6.8% | 13,812 | +97.1% | 0.08% | -2.5% |
| Q4 2021 | $798,000 | +26.1% | 7,008 | +15.2% | 0.08% | +15.7% |
| Q3 2021 | $633,000 | -2.0% | 6,085 | -2.0% | 0.07% | -2.8% |
| Q2 2021 | $646,000 | +8.2% | 6,212 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $597,000 | +3.8% | 6,212 | -1.7% | 0.07% | -4.0% |
| Q4 2020 | $575,000 | +10.2% | 6,320 | -2.4% | 0.08% | +1.4% |
| Q3 2020 | $522,000 | -14.7% | 6,475 | -21.6% | 0.07% | -19.6% |
| Q2 2020 | $612,000 | +29.4% | 8,254 | +7.0% | 0.09% | +10.8% |
| Q1 2020 | $473,000 | -23.0% | 7,716 | -3.4% | 0.08% | -3.5% |
| Q4 2019 | $614,000 | +12.7% | 7,991 | +4.1% | 0.09% | +6.2% |
| Q3 2019 | $545,000 | +15.2% | 7,679 | +13.9% | 0.08% | +12.5% |
| Q2 2019 | $473,000 | +37.1% | 6,739 | +32.2% | 0.07% | +33.3% |
| Q1 2019 | $345,000 | +28.7% | 5,099 | +13.6% | 0.05% | +10.2% |
| Q4 2018 | $268,000 | -35.4% | 4,490 | -24.8% | 0.05% | -25.8% |
| Q3 2018 | $415,000 | +8.1% | 5,968 | +1.0% | 0.07% | +1.5% |
| Q2 2018 | $384,000 | +2.7% | 5,908 | -0.3% | 0.06% | 0.0% |
| Q1 2018 | $374,000 | +12.0% | 5,926 | +13.3% | 0.06% | +14.0% |
| Q4 2017 | $334,000 | +3.1% | 5,229 | -3.2% | 0.06% | 0.0% |
| Q3 2017 | $324,000 | +8.4% | 5,401 | +4.4% | 0.06% | -14.9% |
| Q2 2017 | $299,000 | -87.0% | 5,173 | -87.3% | 0.07% | -87.4% |
| Q1 2017 | $2,300,000 | +9.4% | 40,882 | +3.6% | 0.53% | +3.3% |
| Q4 2016 | $2,102,000 | -10.3% | 39,475 | -13.1% | 0.52% | -15.8% |
| Q3 2016 | $2,344,000 | -34.2% | 45,410 | -36.6% | 0.61% | -36.2% |
| Q2 2016 | $3,564,000 | – | 71,603 | – | 0.96% | – |
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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% |