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 | $90,979 | -98.4% | 1,798 | -98.3% | 0.00% | -98.4% |
| Q2 2023 | $5,694,766 | +164917.8% | 108,741 | +52.4% | 0.19% | +72.7% |
| Q1 2023 | $3,451 | +26446.2% | 71,338 | +24930.9% | 0.11% | +10900.0% |
| Q4 2022 | $13 | -99.6% | 285 | +290.4% | 0.00% | – |
| Q3 2022 | $3,000 | -75.0% | 73 | -68.0% | 0.00% | – |
| Q1 2022 | $12,000 | -97.7% | 228 | -95.1% | 0.00% | -100.0% |
| Q4 2021 | $533,000 | -31.0% | 4,684 | -37.0% | 0.01% | -55.0% |
| Q3 2021 | $773,000 | +60.7% | 7,430 | +60.5% | 0.02% | +53.8% |
| Q2 2021 | $481,000 | +329.5% | 4,628 | +297.9% | 0.01% | +550.0% |
| Q1 2021 | $112,000 | +53.4% | 1,163 | +45.4% | 0.00% | 0.0% |
| Q4 2020 | $73,000 | -89.4% | 800 | -90.6% | 0.00% | -75.0% |
| Q3 2020 | $687,000 | -87.7% | 8,522 | -88.7% | 0.01% | -96.5% |
| Q2 2020 | $5,595,000 | +13887.5% | 75,510 | +12633.6% | 0.23% | +11400.0% |
| Q1 2019 | $40,000 | +3900.0% | 593 | +3853.3% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | -100.0% | 15 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $3,077,000 | +98.8% | 48,775 | +89.2% | 0.26% | +106.2% |
| Q3 2017 | $1,548,000 | +12.6% | 25,778 | +8.3% | 0.13% | -17.9% |
| Q2 2017 | $1,375,000 | +15.1% | 23,798 | +12.1% | 0.16% | +31.1% |
| Q1 2017 | $1,195,000 | +406.4% | 21,232 | +365.1% | 0.12% | +417.4% |
| Q3 2016 | $236,000 | -92.3% | 4,565 | -92.6% | 0.02% | -92.1% |
| Q2 2016 | $3,055,000 | +115.6% | 61,383 | +111.6% | 0.29% | +38.4% |
| Q1 2016 | $1,417,000 | -4.5% | 29,006 | -10.5% | 0.21% | +46.5% |
| Q3 2015 | $1,483,000 | +115.6% | 32,423 | +132.5% | 0.14% | +136.1% |
| Q2 2015 | $688,000 | +4814.3% | 13,945 | +4989.4% | 0.06% | +2950.0% |
| Q1 2015 | $14,000 | -99.6% | 274 | -99.6% | 0.00% | -99.5% |
| Q3 2014 | $3,464,000 | +49.6% | 73,727 | +49.1% | 0.39% | +30.2% |
| Q2 2014 | $2,316,000 | – | 49,453 | – | 0.30% | – |
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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% |