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 | $7,956,718 | -10.5% | 157,247 | -7.4% | 6.19% | -9.3% |
| Q2 2023 | $8,893,407 | +3.9% | 169,819 | -4.0% | 6.82% | -0.4% |
| Q1 2023 | $8,559,315 | +91669.2% | 176,955 | -14.3% | 6.85% | +3.5% |
| Q4 2022 | $9,327 | -99.9% | 206,578 | +6.5% | 6.62% | -2.7% |
| Q3 2022 | $8,215,000 | -9.8% | 193,982 | -4.9% | 6.80% | +13.9% |
| Q2 2022 | $9,106,000 | -16.3% | 203,900 | +1.0% | 5.97% | -15.7% |
| Q1 2022 | $10,875,000 | -17.8% | 201,949 | +73.7% | 7.09% | -13.0% |
| Q4 2021 | $13,232,000 | -2.0% | 116,257 | -10.4% | 8.14% | +0.1% |
| Q3 2021 | $13,497,000 | -10.8% | 129,739 | -10.8% | 8.14% | -18.1% |
| Q2 2021 | $15,127,000 | -6.0% | 145,491 | -13.2% | 9.94% | -12.8% |
| Q1 2021 | $16,098,000 | -12.7% | 167,640 | -17.3% | 11.39% | -19.4% |
| Q4 2020 | $18,441,000 | -9.9% | 202,754 | -20.1% | 14.14% | -16.1% |
| Q3 2020 | $20,457,000 | -17.8% | 253,715 | -24.5% | 16.85% | -16.6% |
| Q2 2020 | $24,887,000 | -7.4% | 335,851 | -23.5% | 20.20% | -13.6% |
| Q1 2020 | $26,877,000 | -48.3% | 438,804 | -35.2% | 23.39% | -18.2% |
| Q4 2019 | $52,013,000 | +22.4% | 677,162 | +13.1% | 28.61% | +10.3% |
| Q3 2019 | $42,479,000 | +6.9% | 598,890 | +5.8% | 25.93% | +5.1% |
| Q2 2019 | $39,724,000 | +14.8% | 565,946 | +10.6% | 24.68% | +12.0% |
| Q1 2019 | $34,601,000 | +27.7% | 511,778 | +12.8% | 22.04% | +17.8% |
| Q4 2018 | $27,094,000 | +28.6% | 453,838 | +49.8% | 18.71% | +29.0% |
| Q3 2018 | $21,070,000 | +47.2% | 302,905 | +37.5% | 14.51% | +37.1% |
| Q2 2018 | $14,314,000 | +112.8% | 220,251 | +106.5% | 10.58% | +78.5% |
| Q1 2018 | $6,728,000 | +21.6% | 106,658 | +22.9% | 5.93% | +15.7% |
| Q4 2017 | $5,535,000 | – | 86,780 | – | 5.12% | – |
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% |