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 | $665,440 | -3.4% | 13,151 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $688,717 | +8.3% | 13,151 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $636,113 | +7.1% | 13,151 | 0.0% | 0.04% | +2.9% |
| Q4 2022 | $593,767 | +5.3% | 13,151 | -1.3% | 0.03% | -17.1% |
| Q3 2022 | $564,000 | -9.8% | 13,328 | -4.7% | 0.04% | -4.7% |
| Q2 2022 | $625,000 | -18.5% | 13,984 | -1.8% | 0.04% | +2.4% |
| Q1 2022 | $767,000 | -5.4% | 14,241 | +100.0% | 0.04% | -6.7% |
| Q4 2021 | $811,000 | -99.9% | 7,121 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $740,795,000 | +0.1% | 7,121 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $740,368,000 | +8.3% | 7,121 | 0.0% | 0.05% | +12.2% |
| Q1 2021 | $683,828,000 | +85592.7% | 7,121 | -18.8% | 0.04% | -18.0% |
| Q4 2020 | $798,000 | -99.9% | 8,773 | 0.0% | 0.05% | -45.1% |
| Q3 2020 | $707,359,000 | +5.4% | 8,773 | -34.0% | 0.09% | -3.2% |
| Q2 2020 | $671,411,000 | +20.0% | 13,296 | +45.5% | 0.09% | -6.0% |
| Q1 2020 | $559,615,000 | -19.2% | 9,137 | +1.3% | 0.10% | +9.9% |
| Q4 2019 | $692,512,000 | +91140.1% | 9,016 | -15.8% | 0.09% | -18.8% |
| Q3 2019 | $759,000 | -99.9% | 10,710 | -36.9% | 0.11% | -38.8% |
| Q2 2019 | $1,190,792,000 | +960.6% | 16,965 | +921.4% | 0.18% | +916.7% |
| Q1 2019 | $112,273,000 | +113307.1% | 1,661 | -0.5% | 0.02% | -5.3% |
| Q4 2018 | $99,000 | -51.5% | 1,669 | -43.3% | 0.02% | -52.5% |
| Q3 2018 | $204,000 | -31.5% | 2,943 | -35.8% | 0.04% | -64.0% |
| Q2 2018 | $298,000 | +30.1% | 4,587 | +25.7% | 0.11% | +16.8% |
| Q1 2018 | $229,000 | +6.5% | 3,650 | +7.1% | 0.10% | +3.3% |
| Q4 2017 | $215,000 | +6.4% | 3,408 | +0.2% | 0.09% | -9.8% |
| Q3 2017 | $202,000 | -1.5% | 3,401 | -3.2% | 0.10% | -3.8% |
| Q2 2017 | $205,000 | – | 3,512 | – | 0.11% | – |
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% |