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 | $2,865,691 | -3.0% | 56,634 | +0.4% | 0.63% | +0.5% |
| Q2 2023 | $2,954,706 | +8.7% | 56,420 | +0.4% | 0.63% | +3.5% |
| Q1 2023 | $2,718,950 | +7.5% | 56,211 | +0.4% | 0.61% | +2.0% |
| Q4 2022 | $2,528,238 | +5.2% | 55,996 | -1.3% | 0.59% | -1.0% |
| Q3 2022 | $2,404,000 | -3.8% | 56,757 | +1.4% | 0.60% | 0.0% |
| Q2 2022 | $2,499,000 | -16.7% | 55,955 | +0.4% | 0.60% | -4.5% |
| Q1 2022 | $3,001,000 | -5.9% | 55,729 | +98.8% | 0.63% | +0.2% |
| Q4 2021 | $3,190,000 | +9.3% | 28,031 | -0.1% | 0.63% | +4.7% |
| Q3 2021 | $2,918,000 | -11.0% | 28,048 | -11.0% | 0.60% | -11.7% |
| Q2 2021 | $3,277,000 | +8.6% | 31,515 | +0.3% | 0.68% | +3.8% |
| Q1 2021 | $3,017,000 | +6.3% | 31,418 | +0.7% | 0.65% | -5.4% |
| Q4 2020 | $2,838,000 | +14.4% | 31,202 | +1.5% | 0.69% | -4.8% |
| Q3 2020 | $2,480,000 | +11.5% | 30,753 | +2.4% | 0.72% | +3.1% |
| Q2 2020 | $2,225,000 | +21.5% | 30,033 | +0.4% | 0.70% | +1.7% |
| Q1 2020 | $1,832,000 | +11.4% | 29,910 | +39.7% | 0.69% | +38.8% |
| Q4 2019 | $1,645,000 | +9.4% | 21,415 | +1.1% | 0.50% | -3.3% |
| Q3 2019 | $1,503,000 | +11.3% | 21,185 | +10.1% | 0.52% | +7.3% |
| Q2 2019 | $1,351,000 | -3.4% | 19,250 | -7.0% | 0.48% | -5.3% |
| Q1 2019 | $1,399,000 | +13.9% | 20,695 | +0.6% | 0.51% | +0.6% |
| Q4 2018 | $1,228,000 | -12.9% | 20,577 | +1.5% | 0.50% | +5.7% |
| Q3 2018 | $1,410,000 | +7.6% | 20,267 | +0.5% | 0.48% | +4.1% |
| Q2 2018 | $1,311,000 | +3.7% | 20,174 | +0.7% | 0.46% | +1.1% |
| Q1 2018 | $1,264,000 | +5.0% | 20,034 | +6.1% | 0.45% | +4.4% |
| Q4 2017 | $1,204,000 | +14.6% | 18,881 | +7.9% | 0.43% | +10.2% |
| Q3 2017 | $1,051,000 | +17.8% | 17,500 | +13.3% | 0.39% | +14.2% |
| Q2 2017 | $892,000 | +22.4% | 15,442 | +19.2% | 0.34% | +19.8% |
| Q1 2017 | $729,000 | +31.6% | 12,959 | +24.5% | 0.29% | +26.9% |
| Q4 2016 | $554,000 | +24.5% | 10,405 | +20.8% | 0.23% | +22.7% |
| Q3 2016 | $445,000 | +36.9% | 8,613 | +31.8% | 0.18% | +31.2% |
| Q2 2016 | $325,000 | +33.7% | 6,537 | +31.2% | 0.14% | +30.6% |
| Q1 2016 | $243,000 | +0.8% | 4,983 | +0.5% | 0.11% | -0.9% |
| Q4 2015 | $241,000 | +3.0% | 4,957 | +4.7% | 0.11% | +2.8% |
| Q2 2015 | $234,000 | – | 4,735 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |