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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $373,000 | -45.7% | 3,276 | -50.4% | 0.05% | -52.5% |
| Q3 2021 | $687,000 | +0.4% | 6,604 | +0.3% | 0.10% | 0.0% |
| Q2 2021 | $684,000 | +8.6% | 6,583 | +0.3% | 0.10% | -1.0% |
| Q1 2021 | $630,000 | +4.1% | 6,563 | -1.3% | 0.10% | -1.9% |
| Q4 2020 | $605,000 | +13.3% | 6,650 | +0.4% | 0.10% | -1.9% |
| Q3 2020 | $534,000 | +4.9% | 6,624 | -3.7% | 0.11% | -2.8% |
| Q2 2020 | $509,000 | +27.6% | 6,875 | +5.6% | 0.11% | +12.4% |
| Q1 2020 | $399,000 | -21.0% | 6,508 | -1.0% | 0.10% | +3.2% |
| Q4 2019 | $505,000 | +9.5% | 6,573 | +1.1% | 0.09% | 0.0% |
| Q3 2019 | $461,000 | +1.5% | 6,503 | +0.4% | 0.09% | +2.2% |
| Q2 2019 | $454,000 | +5.6% | 6,474 | +1.7% | 0.09% | +2.2% |
| Q1 2019 | $430,000 | +20.1% | 6,365 | +6.0% | 0.09% | +7.1% |
| Q4 2018 | $358,000 | -8.2% | 6,003 | +7.1% | 0.08% | +5.0% |
| Q3 2018 | $390,000 | +4.3% | 5,607 | -2.5% | 0.08% | 0.0% |
| Q2 2018 | $374,000 | +3.0% | 5,752 | 0.0% | 0.08% | +2.6% |
| Q1 2018 | $363,000 | 0.0% | 5,752 | +0.9% | 0.08% | 0.0% |
| Q4 2017 | $363,000 | +0.8% | 5,698 | -5.0% | 0.08% | -2.5% |
| Q3 2017 | $360,000 | +7.5% | 6,000 | +3.4% | 0.08% | +9.6% |
| Q2 2017 | $335,000 | +2.4% | 5,801 | -0.3% | 0.07% | -1.4% |
| Q1 2017 | $327,000 | +5.8% | 5,820 | +0.4% | 0.07% | +1.4% |
| Q4 2016 | $309,000 | +4.0% | 5,795 | +0.7% | 0.07% | +2.8% |
| Q3 2016 | $297,000 | +9.6% | 5,757 | +5.7% | 0.07% | +4.4% |
| Q2 2016 | $271,000 | – | 5,448 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |