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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,908,000 | +11.4% | 20,980 | -1.3% | 0.80% | +3.0% |
| Q3 2020 | $1,713,000 | +13.1% | 21,250 | +3.9% | 0.78% | +5.6% |
| Q2 2020 | $1,515,000 | -86.2% | 20,443 | -88.6% | 0.74% | -87.2% |
| Q1 2020 | $10,981,000 | -22.8% | 179,288 | -3.2% | 5.77% | +1.5% |
| Q4 2019 | $14,224,000 | +11.2% | 185,183 | +2.7% | 5.68% | +12.0% |
| Q3 2019 | $12,791,000 | +1.1% | 180,339 | +0.0% | 5.07% | -1.2% |
| Q2 2019 | $12,658,000 | -4.4% | 180,334 | -7.9% | 5.14% | -7.6% |
| Q1 2019 | $13,236,000 | +12.2% | 195,764 | -1.0% | 5.56% | -3.7% |
| Q4 2018 | $11,799,000 | -14.3% | 197,643 | -0.2% | 5.78% | -9.1% |
| Q3 2018 | $13,772,000 | +23.9% | 197,993 | +15.7% | 6.36% | +26.5% |
| Q2 2018 | $11,118,000 | +33.4% | 171,068 | +29.5% | 5.03% | +27.3% |
| Q1 2018 | $8,334,000 | -13.2% | 132,115 | -12.2% | 3.95% | -12.4% |
| Q4 2017 | $9,597,000 | +2.0% | 150,475 | -4.0% | 4.51% | -2.3% |
| Q3 2017 | $9,412,000 | +34.1% | 156,760 | +29.0% | 4.62% | +25.6% |
| Q2 2017 | $7,020,000 | -66.3% | 121,515 | -67.2% | 3.68% | -66.1% |
| Q1 2017 | $20,857,000 | +9.4% | 370,665 | +3.5% | 10.86% | -6.4% |
| Q4 2016 | $19,073,000 | +79.3% | 358,103 | +73.8% | 11.60% | +57.6% |
| Q3 2016 | $10,637,000 | -2.6% | 206,073 | -6.1% | 7.36% | -6.8% |
| Q2 2016 | $10,921,000 | -7.3% | 219,436 | -9.0% | 7.90% | -5.5% |
| Q1 2016 | $11,782,000 | -19.1% | 241,236 | -19.5% | 8.36% | -10.8% |
| Q4 2015 | $14,559,000 | +7.4% | 299,755 | +1.2% | 9.38% | +3.1% |
| Q3 2015 | $13,553,000 | -24.0% | 296,171 | -18.1% | 9.10% | -13.3% |
| Q2 2015 | $17,831,000 | -23.4% | 361,611 | -23.0% | 10.49% | -26.1% |
| Q1 2015 | $23,265,000 | +37.9% | 469,336 | +36.4% | 14.21% | +28.7% |
| Q4 2014 | $16,873,000 | -8.3% | 344,001 | -12.1% | 11.04% | -22.8% |
| Q3 2014 | $18,392,000 | +13.1% | 391,406 | +12.7% | 14.31% | +5.9% |
| Q2 2014 | $16,259,000 | -8.4% | 347,196 | -12.5% | 13.52% | -7.5% |
| Q1 2014 | $17,748,000 | +20.8% | 396,956 | +19.1% | 14.61% | +16.1% |
| Q4 2013 | $14,687,000 | – | 333,186 | – | 12.59% | – |
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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% |