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 | $3,010,868 | -4.3% | 59,503 | -1.0% | 0.05% | -5.3% |
| Q2 2023 | $3,146,722 | -19.2% | 60,086 | -25.3% | 0.06% | -23.0% |
| Q1 2023 | $3,893,281 | +3.8% | 80,490 | -3.1% | 0.07% | -3.9% |
| Q4 2022 | $3,751,251 | +8.8% | 83,084 | +2.0% | 0.08% | +1.3% |
| Q3 2022 | $3,449,000 | -62.2% | 81,443 | -60.1% | 0.08% | -60.2% |
| Q2 2022 | $9,124,000 | -54.7% | 204,294 | -45.3% | 0.19% | -45.7% |
| Q1 2022 | $20,122,000 | -3.0% | 373,659 | +105.0% | 0.35% | -4.9% |
| Q4 2021 | $20,749,000 | +81.3% | 182,299 | +65.7% | 0.37% | +78.7% |
| Q3 2021 | $11,446,000 | +1.1% | 110,026 | +1.0% | 0.21% | -5.5% |
| Q2 2021 | $11,322,000 | -30.2% | 108,899 | -35.6% | 0.22% | -39.0% |
| Q1 2021 | $16,229,000 | +471.0% | 169,002 | +440.9% | 0.36% | +420.3% |
| Q4 2020 | $2,842,000 | +11.1% | 31,244 | -1.5% | 0.07% | -11.5% |
| Q3 2020 | $2,559,000 | +7.2% | 31,734 | -1.5% | 0.08% | -4.9% |
| Q2 2020 | $2,388,000 | +6.1% | 32,226 | +10.0% | 0.08% | +34.4% |
| Q4 2019 | $2,250,000 | +29.6% | 29,298 | +19.7% | 0.06% | -1.6% |
| Q3 2019 | $1,736,000 | -1.4% | 24,477 | -4.2% | 0.06% | -6.1% |
| Q2 2019 | $1,761,000 | +3.5% | 25,561 | +1.6% | 0.07% | -8.3% |
| Q1 2019 | $1,701,000 | +20.8% | 25,166 | +6.7% | 0.07% | +16.1% |
| Q4 2018 | $1,408,000 | -15.3% | 23,579 | -1.3% | 0.06% | -6.1% |
| Q3 2018 | $1,662,000 | +41.3% | 23,889 | +32.0% | 0.07% | +26.9% |
| Q2 2018 | $1,176,000 | -16.2% | 18,101 | -18.6% | 0.05% | -23.5% |
| Q1 2018 | $1,403,000 | -5.1% | 22,237 | -4.1% | 0.07% | -6.8% |
| Q4 2017 | $1,479,000 | +36.3% | 23,196 | +28.4% | 0.07% | +23.7% |
| Q3 2017 | $1,085,000 | +0.4% | 18,072 | -3.4% | 0.06% | -10.6% |
| Q2 2017 | $1,081,000 | +72.4% | 18,716 | +68.1% | 0.07% | +61.0% |
| Q1 2017 | $627,000 | +202.9% | 11,136 | +177.9% | 0.04% | +115.8% |
| Q3 2016 | $207,000 | -63.3% | 4,007 | -67.5% | 0.02% | -75.6% |
| Q3 2015 | $564,000 | +63.0% | 12,322 | +75.8% | 0.08% | +90.2% |
| Q2 2015 | $346,000 | -5.5% | 7,011 | -5.0% | 0.04% | 0.0% |
| Q1 2015 | $366,000 | +1.7% | 7,377 | +0.4% | 0.04% | +7.9% |
| Q4 2014 | $360,000 | -3.0% | 7,345 | -6.9% | 0.04% | 0.0% |
| Q3 2014 | $371,000 | -5.6% | 7,890 | -6.0% | 0.04% | -2.6% |
| Q2 2014 | $393,000 | +2.6% | 8,390 | -2.1% | 0.04% | 0.0% |
| Q1 2014 | $383,000 | -32.9% | 8,574 | -33.8% | 0.04% | -31.6% |
| Q4 2013 | $571,000 | +41.0% | 12,955 | +28.5% | 0.06% | +35.7% |
| Q3 2013 | $405,000 | -11.0% | 10,084 | -15.3% | 0.04% | -23.6% |
| Q2 2013 | $455,000 | – | 11,910 | – | 0.06% | – |
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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% |