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 | $3,128,673 | -4.9% | 61,831 | -1.5% | 0.12% | -5.6% |
| Q2 2023 | $3,288,734 | +3.3% | 62,798 | -4.6% | 0.12% | -6.8% |
| Q1 2023 | $3,184,906 | +4.4% | 65,845 | -2.5% | 0.13% | -8.9% |
| Q4 2022 | $3,049,311 | +7.4% | 67,537 | +0.7% | 0.15% | -2.7% |
| Q3 2022 | $2,840,000 | -5.4% | 67,065 | -0.2% | 0.15% | -5.1% |
| Q2 2022 | $3,001,000 | -20.2% | 67,193 | -3.8% | 0.16% | -9.2% |
| Q1 2022 | $3,763,000 | -6.1% | 69,877 | +98.6% | 0.17% | -3.3% |
| Q4 2021 | $4,006,000 | +10.7% | 35,192 | +1.2% | 0.18% | -2.2% |
| Q3 2021 | $3,618,000 | -1.6% | 34,777 | -1.7% | 0.18% | -5.6% |
| Q2 2021 | $3,677,000 | +2.5% | 35,363 | -5.4% | 0.20% | -6.2% |
| Q1 2021 | $3,589,000 | -0.4% | 37,369 | -5.7% | 0.21% | -8.0% |
| Q4 2020 | $3,604,000 | +2.8% | 39,627 | -8.8% | 0.23% | -13.7% |
| Q3 2020 | $3,505,000 | -1.7% | 43,474 | -9.6% | 0.26% | -14.9% |
| Q2 2020 | $3,565,000 | +35.9% | 48,117 | +12.4% | 0.31% | +6.6% |
| Q1 2020 | $2,623,000 | -25.9% | 42,819 | -7.1% | 0.29% | -15.0% |
| Q4 2019 | $3,539,000 | +5.2% | 46,079 | -2.9% | 0.34% | -5.3% |
| Q3 2019 | $3,365,000 | +10.3% | 47,446 | +9.1% | 0.36% | +5.0% |
| Q2 2019 | $3,052,000 | +14.7% | 43,480 | +10.5% | 0.34% | +10.7% |
| Q1 2019 | $2,661,000 | +34.5% | 39,359 | +18.8% | 0.31% | +19.8% |
| Q4 2018 | $1,978,000 | +24.3% | 33,125 | +44.8% | 0.26% | +23.4% |
| Q3 2018 | $1,591,000 | +29.9% | 22,869 | +21.3% | 0.21% | +15.5% |
| Q2 2018 | $1,225,000 | +20.8% | 18,852 | +17.3% | 0.18% | +10.4% |
| Q1 2018 | $1,014,000 | +74.8% | 16,075 | +76.9% | 0.16% | +65.7% |
| Q4 2017 | $580,000 | +33.3% | 9,088 | +25.4% | 0.10% | +23.8% |
| Q3 2017 | $435,000 | +4.8% | 7,250 | +0.8% | 0.08% | +1.3% |
| Q2 2017 | $415,000 | +2.5% | 7,189 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $405,000 | +5.7% | 7,189 | 0.0% | 0.08% | +3.9% |
| Q4 2016 | $383,000 | +3.2% | 7,189 | +0.1% | 0.08% | -15.6% |
| Q3 2016 | $371,000 | +3.9% | 7,180 | 0.0% | 0.09% | -5.3% |
| Q2 2016 | $357,000 | +1.7% | 7,180 | 0.0% | 0.10% | 0.0% |
| Q1 2016 | $351,000 | +0.6% | 7,180 | 0.0% | 0.10% | -3.1% |
| Q4 2015 | $349,000 | +16.7% | 7,180 | +9.8% | 0.10% | +7.7% |
| Q3 2015 | $299,000 | -7.7% | 6,541 | 0.0% | 0.09% | -18.0% |
| Q2 2015 | $324,000 | – | 6,541 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |