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 | $18,258 | -7.9% | 360,599 | -4.7% | 1.56% | -8.0% |
| Q2 2023 | $19,824 | +3.7% | 378,261 | -4.2% | 1.69% | -4.6% |
| Q1 2023 | $19,110 | +11.9% | 394,861 | +4.5% | 1.77% | +2.3% |
| Q4 2022 | $17,074 | -99.9% | 377,793 | -1.1% | 1.73% | -2.5% |
| Q3 2022 | $16,179,000 | -19.1% | 382,040 | +2.9% | 1.78% | -20.2% |
| Q1 2022 | $20,003,000 | -9.4% | 371,199 | +91.3% | 2.23% | -16.2% |
| Q4 2021 | $22,084,000 | +10.0% | 193,990 | +0.6% | 2.66% | +0.5% |
| Q3 2021 | $20,080,000 | -0.4% | 192,837 | -0.6% | 2.65% | -11.9% |
| Q2 2021 | $20,163,000 | +12.6% | 193,942 | +3.9% | 3.00% | -25.8% |
| Q1 2021 | $17,911,000 | -1.4% | 186,580 | -6.5% | 4.05% | +11.8% |
| Q4 2020 | $18,158,000 | +13.9% | 199,628 | +0.9% | 3.62% | +2.9% |
| Q3 2020 | $15,946,000 | +11.7% | 197,791 | +2.8% | 3.52% | -9.5% |
| Q2 2020 | $14,271,000 | +48.4% | 192,472 | +22.4% | 3.89% | +35.8% |
| Q1 2020 | $9,619,000 | -22.8% | 157,224 | -3.0% | 2.86% | -18.7% |
| Q4 2019 | $12,456,000 | +7.7% | 162,044 | -0.7% | 3.52% | -8.5% |
| Q3 2019 | $11,568,000 | -0.6% | 163,216 | -1.6% | 3.85% | +2.4% |
| Q2 2019 | $11,642,000 | +12.1% | 165,952 | +7.9% | 3.76% | +3.9% |
| Q1 2019 | $10,390,000 | +33.8% | 153,841 | +18.3% | 3.62% | +13.5% |
| Q4 2018 | $7,763,000 | -23.0% | 130,070 | -10.3% | 3.19% | -15.9% |
| Q3 2018 | $10,083,000 | +1.3% | 144,984 | -5.3% | 3.79% | +11.5% |
| Q2 2018 | $9,949,000 | +16.7% | 153,021 | +13.2% | 3.40% | -19.6% |
| Q1 2018 | $8,523,000 | -4.9% | 135,221 | -3.7% | 4.23% | +17.2% |
| Q4 2017 | $8,960,000 | +4.8% | 140,446 | -1.6% | 3.61% | -12.5% |
| Q3 2017 | $8,552,000 | +4.8% | 142,734 | +1.0% | 4.12% | +0.4% |
| Q2 2017 | $8,162,000 | -5.0% | 141,295 | -7.4% | 4.10% | -11.6% |
| Q1 2017 | $8,596,000 | +37.1% | 152,597 | +29.6% | 4.64% | +27.7% |
| Q4 2016 | $6,268,000 | +10.9% | 117,755 | +7.4% | 3.64% | +1.8% |
| Q3 2016 | $5,653,000 | +11.5% | 109,637 | +7.6% | 3.57% | +1.4% |
| Q2 2016 | $5,068,000 | +10.8% | 101,909 | +8.8% | 3.52% | +4.8% |
| Q1 2016 | $4,573,000 | -22.4% | 93,638 | -22.8% | 3.36% | -13.0% |
| Q4 2015 | $5,891,000 | – | 121,282 | – | 3.87% | – |
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% |