SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,967,536 | +98.2% | 78,410 | +105.1% | 0.49% | +107.7% |
| Q2 2023 | $2,001,623 | +28.7% | 38,221 | +18.9% | 0.23% | +23.2% |
| Q1 2023 | $1,554,941 | -1.6% | 32,147 | -8.1% | 0.19% | -5.9% |
| Q4 2022 | $1,579,880 | -6.6% | 34,992 | -12.4% | 0.20% | -5.6% |
| Q3 2022 | $1,691,000 | -16.0% | 39,938 | -11.4% | 0.21% | -2.7% |
| Q2 2022 | $2,012,000 | -13.0% | 45,061 | +5.0% | 0.22% | -2.2% |
| Q1 2022 | $2,312,000 | -3.0% | 42,930 | +104.9% | 0.22% | +2.7% |
| Q4 2021 | $2,384,000 | -6.9% | 20,948 | -14.9% | 0.22% | -11.7% |
| Q3 2021 | $2,562,000 | +3.6% | 24,624 | +3.5% | 0.25% | +4.2% |
| Q2 2021 | $2,473,000 | +3.6% | 23,782 | -4.4% | 0.24% | -0.8% |
| Q1 2021 | $2,388,000 | +3.2% | 24,868 | -2.3% | 0.24% | -0.4% |
| Q4 2020 | $2,315,000 | -0.2% | 25,451 | -11.5% | 0.24% | -8.7% |
| Q3 2020 | $2,320,000 | +27.1% | 28,769 | +16.8% | 0.26% | +18.9% |
| Q2 2020 | $1,825,000 | -1.9% | 24,632 | -18.9% | 0.22% | -11.6% |
| Q1 2020 | $1,861,000 | -10.7% | 30,376 | +11.9% | 0.25% | +1.2% |
| Q4 2019 | $2,084,000 | +8.3% | 27,134 | 0.0% | 0.25% | +4.6% |
| Q3 2019 | $1,925,000 | +46.2% | 27,134 | +44.6% | 0.24% | +30.2% |
| Q2 2019 | $1,317,000 | +16.3% | 18,765 | +12.1% | 0.18% | +13.0% |
| Q1 2019 | $1,132,000 | +13.7% | 16,737 | +0.3% | 0.16% | +4.5% |
| Q4 2018 | $996,000 | -14.2% | 16,684 | 0.0% | 0.15% | +13.2% |
| Q3 2018 | $1,161,000 | +7.1% | 16,684 | 0.0% | 0.14% | +10.6% |
| Q2 2018 | $1,084,000 | +3.0% | 16,684 | 0.0% | 0.12% | +2.5% |
| Q1 2018 | $1,052,000 | -25.3% | 16,684 | -24.5% | 0.12% | -24.5% |
| Q4 2017 | $1,409,000 | +6.2% | 22,095 | 0.0% | 0.16% | +8.2% |
| Q3 2017 | $1,327,000 | +4.0% | 22,095 | 0.0% | 0.15% | +1.4% |
| Q2 2017 | $1,276,000 | -3.6% | 22,095 | -6.0% | 0.14% | 0.0% |
| Q1 2017 | $1,323,000 | +8.9% | 23,508 | +3.0% | 0.14% | +2.8% |
| Q4 2016 | $1,215,000 | +3.1% | 22,814 | 0.0% | 0.14% | +6.8% |
| Q3 2016 | $1,178,000 | +3.8% | 22,814 | 0.0% | 0.13% | +1.5% |
| Q2 2016 | $1,135,000 | +1.9% | 22,814 | 0.0% | 0.13% | 0.0% |
| Q1 2016 | $1,114,000 | +7.0% | 22,814 | +6.4% | 0.13% | +1.6% |
| Q4 2015 | $1,041,000 | +169.7% | 21,433 | +154.0% | 0.13% | +172.3% |
| Q3 2015 | $386,000 | -4.5% | 8,437 | +2.9% | 0.05% | -2.1% |
| Q2 2015 | $404,000 | -0.7% | 8,201 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $407,000 | +1.2% | 8,201 | 0.0% | 0.05% | -12.7% |
| Q4 2014 | $402,000 | -12.2% | 8,201 | -15.9% | 0.06% | -16.7% |
| Q3 2014 | $458,000 | +0.2% | 9,749 | 0.0% | 0.07% | -2.9% |
| Q2 2014 | $457,000 | +4.8% | 9,749 | 0.0% | 0.07% | -1.4% |
| Q1 2014 | $436,000 | – | 9,749 | – | 0.07% | – |
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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% |