SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,319,710 | -3.6% | 26,081 | -0.3% | 0.16% | -2.4% |
| Q2 2023 | $1,369,538 | +10.8% | 26,151 | +2.3% | 0.17% | +1.8% |
| Q1 2023 | $1,236,000 | +7.7% | 25,560 | +0.6% | 0.16% | -1.2% |
| Q4 2022 | $1,147,449 | +3.3% | 25,414 | -3.1% | 0.16% | +1.9% |
| Q3 2022 | $1,111,000 | +10.9% | 26,239 | +16.9% | 0.16% | +0.6% |
| Q2 2022 | $1,002,000 | -17.1% | 22,446 | 0.0% | 0.16% | -0.6% |
| Q1 2022 | $1,209,000 | -6.9% | 22,446 | +96.8% | 0.16% | -6.9% |
| Q4 2021 | $1,298,000 | +9.2% | 11,407 | -0.2% | 0.17% | +5.5% |
| Q3 2021 | $1,189,000 | -1.8% | 11,432 | -1.9% | 0.16% | -14.5% |
| Q2 2021 | $1,211,000 | +3.6% | 11,649 | -4.3% | 0.19% | +2.1% |
| Q1 2021 | $1,169,000 | +3.9% | 12,178 | -1.5% | 0.19% | -2.1% |
| Q4 2020 | $1,125,000 | +13.0% | 12,364 | +0.1% | 0.19% | 0.0% |
| Q3 2020 | $996,000 | -2.8% | 12,356 | -10.7% | 0.19% | -10.6% |
| Q2 2020 | $1,025,000 | +13.3% | 13,837 | -6.3% | 0.22% | -10.0% |
| Q1 2020 | $905,000 | -19.9% | 14,775 | +0.5% | 0.24% | -7.0% |
| Q4 2019 | $1,130,000 | +8.0% | 14,708 | -0.2% | 0.26% | +3.2% |
| Q3 2019 | $1,046,000 | -2.3% | 14,743 | -3.4% | 0.25% | -4.6% |
| Q2 2019 | $1,071,000 | +2.4% | 15,259 | -1.3% | 0.26% | +0.4% |
| Q1 2019 | $1,046,000 | +12.2% | 15,465 | -0.9% | 0.26% | -1.5% |
| Q4 2018 | $932,000 | +179.9% | 15,610 | +226.4% | 0.26% | +223.2% |
| Q3 2018 | $333,000 | +6.7% | 4,783 | -0.4% | 0.08% | -2.4% |
| Q2 2018 | $312,000 | -12.6% | 4,800 | -15.3% | 0.08% | -17.6% |
| Q1 2018 | $357,000 | -94.3% | 5,664 | -94.2% | 0.10% | -94.4% |
| Q4 2017 | $6,260,000 | +4.7% | 98,157 | -1.4% | 1.81% | -3.3% |
| Q3 2017 | $5,979,000 | +5.1% | 99,578 | +1.1% | 1.87% | +2.7% |
| Q2 2017 | $5,689,000 | +3.1% | 98,473 | +0.4% | 1.82% | -4.9% |
| Q1 2017 | $5,517,000 | -24.7% | 98,053 | -28.7% | 1.92% | -37.0% |
| Q4 2016 | $7,323,000 | -4.3% | 137,490 | -7.3% | 3.04% | +1.7% |
| Q3 2016 | $7,656,000 | +6.8% | 148,323 | +2.9% | 2.99% | +3.3% |
| Q2 2016 | $7,171,000 | +1.8% | 144,077 | -0.1% | 2.90% | -2.8% |
| Q1 2016 | $7,041,000 | +10.4% | 144,173 | +9.8% | 2.98% | +8.0% |
| Q4 2015 | $6,379,000 | -16.9% | 131,331 | -21.7% | 2.76% | -25.3% |
| Q3 2015 | $7,678,000 | -1.8% | 167,790 | +5.8% | 3.69% | +10.8% |
| Q2 2015 | $7,818,000 | +11.4% | 158,542 | +12.0% | 3.33% | +5.5% |
| Q1 2015 | $7,019,000 | +5.7% | 141,590 | +4.5% | 3.16% | +1.2% |
| Q4 2014 | $6,643,000 | +26.0% | 135,434 | +20.7% | 3.12% | +17.0% |
| Q3 2014 | $5,272,000 | +8.6% | 112,183 | +8.2% | 2.67% | +2.7% |
| Q2 2014 | $4,853,000 | +4.7% | 103,636 | -0.0% | 2.60% | -7.7% |
| Q1 2014 | $4,634,000 | +16.1% | 103,644 | +14.5% | 2.82% | +0.0% |
| Q4 2013 | $3,992,000 | – | 90,492 | – | 2.81% | – |
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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% |