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 | $2,532 | +19.8% | 50,030 | +24.0% | 1.39% | +18.0% |
| Q2 2023 | $2,113 | +7.0% | 40,343 | -1.2% | 1.18% | -8.4% |
| Q1 2023 | $1,974 | +15.0% | 40,815 | +7.3% | 1.29% | +2.3% |
| Q4 2022 | $1,717 | -99.9% | 38,035 | +1.0% | 1.26% | +26.5% |
| Q3 2022 | $1,595,000 | -5.8% | 37,659 | -0.7% | 1.00% | -1.1% |
| Q2 2022 | $1,694,000 | -17.3% | 37,921 | -0.3% | 1.01% | +32.0% |
| Q1 2022 | $2,049,000 | -34.8% | 38,050 | +37.9% | 0.76% | -7.3% |
| Q4 2021 | $3,142,000 | +2.9% | 27,602 | -6.0% | 0.82% | -0.8% |
| Q3 2021 | $3,054,000 | -0.8% | 29,358 | -0.9% | 0.83% | -4.7% |
| Q2 2021 | $3,079,000 | +11.6% | 29,616 | +3.1% | 0.87% | +3.3% |
| Q1 2021 | $2,759,000 | -20.3% | 28,730 | -24.5% | 0.84% | -32.2% |
| Q4 2020 | $3,461,000 | +14.5% | 38,051 | +1.5% | 1.24% | -0.3% |
| Q3 2020 | $3,023,000 | +8.2% | 37,497 | -0.6% | 1.25% | -13.3% |
| Q2 2020 | $2,795,000 | +85.2% | 37,713 | +53.1% | 1.44% | -17.0% |
| Q1 2020 | $1,509,000 | -38.6% | 24,638 | -23.1% | 1.73% | +34.6% |
| Q4 2019 | $2,459,000 | +6.0% | 32,019 | -2.1% | 1.29% | -1.1% |
| Q3 2019 | $2,319,000 | -0.4% | 32,699 | -1.4% | 1.30% | +3.3% |
| Q2 2019 | $2,328,000 | +0.8% | 33,173 | -2.9% | 1.26% | -7.1% |
| Q1 2019 | $2,310,000 | -1.9% | 34,163 | -13.4% | 1.36% | -23.3% |
| Q4 2018 | $2,355,000 | -14.5% | 39,450 | -0.4% | 1.77% | +14.0% |
| Q3 2018 | $2,755,000 | +9.4% | 39,610 | +2.2% | 1.55% | -2.3% |
| Q2 2018 | $2,519,000 | +27.1% | 38,758 | +23.4% | 1.59% | +14.7% |
| Q1 2018 | $1,982,000 | -22.8% | 31,418 | -22.0% | 1.38% | +0.1% |
| Q4 2017 | $2,569,000 | +7.4% | 40,283 | +1.1% | 1.38% | +1.3% |
| Q3 2017 | $2,393,000 | +5.1% | 39,849 | +1.1% | 1.36% | +0.7% |
| Q2 2017 | $2,277,000 | +16.0% | 39,421 | +13.0% | 1.36% | +12.6% |
| Q1 2017 | $1,963,000 | +13.6% | 34,889 | +7.6% | 1.20% | +6.3% |
| Q4 2016 | $1,728,000 | +5.8% | 32,437 | +2.5% | 1.13% | -6.4% |
| Q3 2016 | $1,633,000 | +2.1% | 31,643 | -1.5% | 1.21% | -31.3% |
| Q2 2016 | $1,599,000 | -0.7% | 32,127 | -2.5% | 1.76% | +9.2% |
| Q1 2016 | $1,610,000 | -2.7% | 32,962 | -3.3% | 1.61% | -0.7% |
| Q4 2015 | $1,655,000 | +7.0% | 34,083 | +0.8% | 1.62% | -10.8% |
| Q3 2015 | $1,547,000 | -10.9% | 33,801 | -4.0% | 1.82% | +80.7% |
| Q2 2015 | $1,737,000 | -1.5% | 35,225 | -1.0% | 1.01% | +7.9% |
| Q1 2015 | $1,764,000 | -11.8% | 35,586 | -12.7% | 0.93% | +16.5% |
| Q4 2014 | $1,999,000 | +10.1% | 40,759 | +5.5% | 0.80% | +15.8% |
| Q3 2014 | $1,815,000 | +4.8% | 38,616 | +4.4% | 0.69% | +6.6% |
| Q2 2014 | $1,732,000 | +29.3% | 36,979 | +23.4% | 0.65% | +23.9% |
| Q1 2014 | $1,340,000 | -62.6% | 29,960 | -63.1% | 0.52% | -66.1% |
| Q4 2013 | $3,584,000 | – | 81,299 | – | 1.55% | – |
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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% |