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 | $4,553,822 | +0.6% | 89,996 | +4.1% | 0.12% | +20.6% |
| Q2 2023 | $4,526,534 | +5.3% | 86,434 | -2.8% | 0.10% | -11.3% |
| Q1 2023 | $4,299,529 | -5.5% | 88,888 | -11.8% | 0.12% | -9.4% |
| Q4 2022 | $4,550,320 | +4.3% | 100,782 | -2.2% | 0.13% | -3.8% |
| Q3 2022 | $4,363,000 | +17.1% | 103,012 | +23.5% | 0.13% | -15.9% |
| Q2 2022 | $3,726,000 | -18.9% | 83,421 | -2.3% | 0.16% | +4.7% |
| Q1 2022 | $4,597,000 | -34.5% | 85,352 | +38.5% | 0.15% | -25.7% |
| Q4 2021 | $7,015,000 | +8.8% | 61,630 | -0.6% | 0.20% | -1.5% |
| Q3 2021 | $6,450,000 | +3.1% | 61,995 | +3.0% | 0.20% | +1.0% |
| Q2 2021 | $6,259,000 | +14.2% | 60,199 | +5.5% | 0.20% | +4.6% |
| Q1 2021 | $5,480,000 | +71.4% | 57,057 | +62.3% | 0.19% | +13.5% |
| Q4 2020 | $3,198,000 | +10.3% | 35,160 | -2.7% | 0.17% | +10.3% |
| Q3 2020 | $2,900,000 | +10.4% | 36,127 | +1.9% | 0.16% | -11.9% |
| Q2 2020 | $2,628,000 | +21.8% | 35,454 | +0.6% | 0.18% | -4.3% |
| Q1 2020 | $2,158,000 | -22.4% | 35,227 | -2.6% | 0.18% | -22.4% |
| Q4 2019 | $2,780,000 | +11.2% | 36,183 | +2.6% | 0.24% | -3.7% |
| Q3 2019 | $2,501,000 | -1.8% | 35,250 | -2.9% | 0.25% | -11.8% |
| Q2 2019 | $2,548,000 | +8.5% | 36,296 | +4.5% | 0.28% | -4.8% |
| Q1 2019 | $2,349,000 | +12.7% | 34,735 | -0.5% | 0.29% | -1.3% |
| Q4 2018 | $2,084,000 | -18.1% | 34,902 | -4.6% | 0.30% | -2.0% |
| Q3 2018 | $2,545,000 | +5.3% | 36,577 | -1.7% | 0.30% | -5.0% |
| Q2 2018 | $2,418,000 | +12.7% | 37,194 | +9.4% | 0.32% | +6.3% |
| Q1 2018 | $2,145,000 | +0.2% | 34,003 | +1.3% | 0.30% | +3.8% |
| Q4 2017 | $2,141,000 | +41.5% | 33,566 | +33.2% | 0.29% | +15.1% |
| Q3 2017 | $1,513,000 | +36.2% | 25,197 | +31.1% | 0.25% | +24.9% |
| Q2 2017 | $1,111,000 | +11.9% | 19,223 | +9.0% | 0.20% | +1.5% |
| Q1 2017 | $993,000 | -29.3% | 17,638 | -33.1% | 0.20% | -30.8% |
| Q4 2016 | $1,405,000 | +70.7% | 26,381 | +18.1% | 0.29% | +77.6% |
| Q3 2016 | $823,000 | -66.8% | 22,347 | -63.5% | 0.16% | -67.6% |
| Q2 2016 | $2,481,000 | +26.7% | 61,264 | +21.2% | 0.50% | +9.7% |
| Q1 2016 | $1,958,000 | -15.8% | 50,546 | +5.6% | 0.45% | -3.8% |
| Q4 2015 | $2,325,000 | +313.0% | 47,867 | +289.6% | 0.47% | +248.9% |
| Q3 2015 | $563,000 | +58.6% | 12,287 | +70.7% | 0.14% | +53.4% |
| Q2 2015 | $355,000 | +10.9% | 7,199 | +11.6% | 0.09% | +12.8% |
| Q1 2015 | $320,000 | +3.9% | 6,449 | +2.7% | 0.08% | +1014.3% |
| Q4 2014 | $308,000 | -99.9% | 6,281 | -72.1% | 0.01% | -94.3% |
| Q2 2014 | $518,054,000 | +82392.7% | 22,489 | +60.2% | 0.12% | -35.8% |
| Q1 2014 | $628,000 | +1.0% | 14,037 | -0.5% | 0.19% | -4.5% |
| Q4 2013 | $622,000 | +2.6% | 14,114 | -6.3% | 0.20% | -3.9% |
| Q3 2013 | $606,000 | +1.8% | 15,069 | -3.3% | 0.21% | +2.5% |
| Q2 2013 | $595,000 | – | 15,579 | – | 0.20% | – |
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% |