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 | $22,244,317 | -2.5% | 439,611 | +0.9% | 6.83% | -0.6% |
| Q2 2023 | $22,811,880 | +13.6% | 435,591 | +4.9% | 6.87% | +10.1% |
| Q1 2023 | $20,082,128 | +12.0% | 415,177 | +4.5% | 6.24% | +3.9% |
| Q4 2022 | $17,937,528 | +54.1% | 397,287 | +44.5% | 6.01% | +28.6% |
| Q3 2022 | $11,640,000 | -8.9% | 274,850 | -3.9% | 4.67% | +5.2% |
| Q2 2022 | $12,777,000 | -16.9% | 286,088 | +0.2% | 4.44% | -3.7% |
| Q1 2022 | $15,373,000 | +2.5% | 285,476 | +116.7% | 4.61% | -5.8% |
| Q4 2021 | $14,992,000 | +15.7% | 131,713 | +5.7% | 4.90% | +18.5% |
| Q3 2021 | $12,963,000 | +5.9% | 124,607 | +5.9% | 4.13% | -6.5% |
| Q2 2021 | $12,237,000 | +9.9% | 117,693 | +1.5% | 4.42% | +7.7% |
| Q1 2021 | $11,130,000 | +9.1% | 115,901 | +3.3% | 4.10% | +16.7% |
| Q4 2020 | $10,202,000 | +22.0% | 112,167 | +8.2% | 3.52% | +12.4% |
| Q3 2020 | $8,362,000 | +8.8% | 103,710 | -0.1% | 3.13% | +0.3% |
| Q2 2020 | $7,689,000 | +36.9% | 103,770 | +13.1% | 3.12% | +23.5% |
| Q1 2020 | $5,618,000 | -16.9% | 91,721 | +4.2% | 2.52% | -4.4% |
| Q4 2019 | $6,764,000 | +16.9% | 88,063 | +7.9% | 2.64% | +10.8% |
| Q3 2019 | $5,787,000 | +7.7% | 81,586 | +6.6% | 2.38% | +1.2% |
| Q2 2019 | $5,371,000 | +14.2% | 76,526 | +10.0% | 2.35% | +10.9% |
| Q1 2019 | $4,704,000 | +95.4% | 69,581 | +72.6% | 2.12% | +86.6% |
| Q4 2018 | $2,407,000 | +676.5% | 40,320 | +803.4% | 1.14% | +707.1% |
| Q3 2018 | $310,000 | +21.1% | 4,463 | +13.3% | 0.14% | +14.6% |
| Q2 2018 | $256,000 | +3.2% | 3,938 | 0.0% | 0.12% | -2.4% |
| Q1 2018 | $248,000 | -1.2% | 3,938 | 0.0% | 0.13% | -19.2% |
| Q4 2017 | $251,000 | +6.4% | 3,938 | 0.0% | 0.16% | +0.6% |
| Q3 2017 | $236,000 | +1.3% | 3,938 | -2.5% | 0.16% | -3.7% |
| Q2 2017 | $233,000 | +2.6% | 4,038 | 0.0% | 0.16% | -1.8% |
| Q1 2017 | $227,000 | +5.6% | 4,038 | 0.0% | 0.16% | -14.6% |
| Q4 2016 | $215,000 | +3.4% | 4,038 | 0.0% | 0.19% | -13.5% |
| Q3 2016 | $208,000 | +10.6% | 4,038 | +6.9% | 0.22% | +6.2% |
| Q2 2016 | $188,000 | +4.4% | 3,779 | +2.3% | 0.21% | +27.4% |
| Q1 2016 | $180,000 | -5.8% | 3,694 | -6.3% | 0.16% | +7.2% |
| Q4 2015 | $191,000 | +35.5% | 3,944 | +27.1% | 0.15% | -12.6% |
| Q3 2015 | $141,000 | -0.7% | 3,102 | +7.9% | 0.18% | +13.6% |
| Q2 2015 | $142,000 | -9.6% | 2,876 | -9.0% | 0.15% | -3.8% |
| Q1 2015 | $157,000 | +21.7% | 3,161 | +20.2% | 0.16% | +16.8% |
| Q4 2014 | $129,000 | – | 2,629 | – | 0.14% | – |
Download | ||||||
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% |