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 | $9,033,556 | -2.3% | 178,529 | +1.1% | 5.19% | +1.9% |
| Q2 2023 | $9,249,087 | +6.1% | 176,610 | -2.0% | 5.10% | +1.9% |
| Q1 2023 | $8,720,684 | +14.4% | 180,291 | +6.8% | 5.00% | +26.9% |
| Q4 2022 | $7,622,665 | +1.9% | 168,830 | -4.4% | 3.94% | -13.1% |
| Q3 2022 | $7,482,000 | -4.1% | 176,662 | +1.1% | 4.53% | +11.9% |
| Q2 2022 | $7,803,000 | -17.6% | 174,729 | -0.6% | 4.05% | -15.4% |
| Q1 2022 | $9,469,000 | -5.6% | 175,835 | +99.4% | 4.79% | +3.6% |
| Q4 2021 | $10,035,000 | +11.3% | 88,166 | +1.7% | 4.62% | -4.8% |
| Q3 2021 | $9,015,000 | +3.8% | 86,659 | +3.7% | 4.85% | +0.1% |
| Q2 2021 | $8,686,000 | +12.1% | 83,542 | +3.6% | 4.84% | +3.4% |
| Q1 2021 | $7,746,000 | +7.8% | 80,658 | +2.1% | 4.69% | +0.1% |
| Q4 2020 | $7,186,000 | +15.6% | 79,015 | +2.5% | 4.68% | +0.7% |
| Q3 2020 | $6,214,000 | +7.1% | 77,073 | -1.5% | 4.65% | -0.7% |
| Q2 2020 | $5,801,000 | +21.0% | 78,282 | +0.0% | 4.68% | +1.4% |
| Q1 2020 | $4,794,000 | -21.4% | 78,267 | -1.4% | 4.62% | -5.4% |
| Q4 2019 | $6,096,000 | +10.6% | 79,358 | +2.1% | 4.88% | +5.9% |
| Q3 2019 | $5,512,000 | +6.5% | 77,711 | +5.3% | 4.61% | +1.1% |
| Q2 2019 | $5,178,000 | +2.8% | 73,773 | -1.0% | 4.56% | +7.7% |
| Q1 2019 | $5,038,000 | +7.8% | 74,510 | -4.8% | 4.24% | -3.6% |
| Q4 2018 | $4,673,000 | +9.1% | 78,278 | +27.2% | 4.39% | +26.5% |
| Q3 2018 | $4,282,000 | +12.9% | 61,555 | +5.5% | 3.47% | +7.3% |
| Q2 2018 | $3,792,000 | -0.4% | 58,342 | -3.4% | 3.24% | -3.3% |
| Q1 2018 | $3,809,000 | -4.1% | 60,380 | -3.0% | 3.35% | +1.5% |
| Q4 2017 | $3,971,000 | +15.7% | 62,256 | +8.9% | 3.30% | +9.6% |
| Q3 2017 | $3,431,000 | +8.4% | 57,147 | +4.3% | 3.01% | +6.8% |
| Q2 2017 | $3,165,000 | +6.7% | 54,788 | +3.9% | 2.82% | +7.0% |
| Q1 2017 | $2,966,000 | +11.7% | 52,707 | +5.7% | 2.63% | +10.2% |
| Q4 2016 | $2,655,000 | +17.1% | 49,859 | +13.5% | 2.39% | +12.5% |
| Q3 2016 | $2,267,000 | +8.2% | 43,920 | +4.3% | 2.12% | +3.3% |
| Q2 2016 | $2,096,000 | +4.2% | 42,107 | +2.2% | 2.06% | +3.1% |
| Q1 2016 | $2,012,000 | -9.4% | 41,202 | -9.8% | 2.00% | -1.3% |
| Q4 2015 | $2,220,000 | +8.1% | 45,697 | +1.8% | 2.02% | -9.4% |
| Q3 2015 | $2,054,000 | +10.4% | 44,891 | +18.9% | 2.23% | +21.7% |
| Q2 2015 | $1,861,000 | -0.5% | 37,743 | +0.0% | 1.84% | 0.0% |
| Q1 2015 | $1,870,000 | +3.4% | 37,727 | +2.3% | 1.84% | +5.4% |
| Q4 2014 | $1,808,000 | – | 36,864 | – | 1.74% | – |
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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% |