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 | $1,724,802 | -4.5% | 34,087 | -1.1% | 0.70% | -5.4% |
| Q2 2023 | $1,805,403 | +4.5% | 34,474 | -3.4% | 0.74% | -2.2% |
| Q1 2023 | $1,726,857 | +7.4% | 35,701 | +0.3% | 0.76% | +2.2% |
| Q4 2022 | $1,607,159 | +5.5% | 35,596 | -1.0% | 0.74% | -7.8% |
| Q3 2022 | $1,523,000 | -5.0% | 35,971 | +0.2% | 0.80% | +2.2% |
| Q2 2022 | $1,604,000 | -15.9% | 35,911 | -4.0% | 0.79% | -14.0% |
| Q1 2022 | $1,907,000 | -12.6% | 37,415 | +95.2% | 0.92% | -5.7% |
| Q4 2021 | $2,182,000 | -1.1% | 19,171 | -16.6% | 0.97% | -18.3% |
| Q3 2021 | $2,206,000 | -2.5% | 22,974 | +5.6% | 1.19% | +10.0% |
| Q2 2021 | $2,262,000 | +2.5% | 21,752 | -5.3% | 1.08% | -9.0% |
| Q1 2021 | $2,206,000 | -52.0% | 22,974 | -53.8% | 1.19% | -8.3% |
| Q4 2020 | $4,596,000 | -0.5% | 49,764 | -11.7% | 1.30% | -11.5% |
| Q3 2020 | $4,620,000 | +82.5% | 56,382 | +69.6% | 1.46% | -11.4% |
| Q2 2020 | $2,531,000 | -0.4% | 33,247 | -11.7% | 1.65% | -5.2% |
| Q1 2020 | $2,542,000 | -18.5% | 37,655 | -4.3% | 1.74% | -4.0% |
| Q4 2019 | $3,119,000 | +0.8% | 39,340 | -9.8% | 1.82% | -5.6% |
| Q3 2019 | $3,094,000 | +0.9% | 43,623 | -0.1% | 1.92% | +2.5% |
| Q2 2019 | $3,065,000 | +6.9% | 43,669 | +3.0% | 1.88% | -0.3% |
| Q1 2019 | $2,867,000 | +17.3% | 42,417 | +3.6% | 1.88% | +17.7% |
| Q4 2018 | $2,444,000 | -10.9% | 40,953 | +3.9% | 1.60% | -2.0% |
| Q3 2018 | $2,742,000 | +2.0% | 39,432 | -4.7% | 1.63% | -2.2% |
| Q2 2018 | $2,688,000 | +3.5% | 41,367 | +0.5% | 1.67% | +2.3% |
| Q1 2018 | $2,597,000 | -44.7% | 41,173 | -44.1% | 1.63% | +9.8% |
| Q4 2017 | $4,694,000 | +165.5% | 73,622 | +149.9% | 1.48% | +24.4% |
| Q3 2017 | $1,768,000 | +11.0% | 29,455 | +6.8% | 1.19% | +4.4% |
| Q2 2017 | $1,593,000 | +7.6% | 27,581 | +4.9% | 1.14% | +3.9% |
| Q1 2017 | $1,480,000 | +14.5% | 26,299 | +8.3% | 1.10% | +6.5% |
| Q4 2016 | $1,293,000 | +21.8% | 24,276 | +18.0% | 1.03% | +14.4% |
| Q3 2016 | $1,062,000 | +33.4% | 20,572 | +28.6% | 0.90% | +21.3% |
| Q2 2016 | $796,000 | +79.3% | 16,003 | +76.0% | 0.74% | +65.6% |
| Q1 2016 | $444,000 | +63.8% | 9,094 | +62.7% | 0.45% | +57.3% |
| Q4 2015 | $271,000 | – | 5,590 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |