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 | $9,968,562 | -8.0% | 197,887 | -4.5% | 4.17% | -7.0% |
| Q2 2023 | $10,840,799 | +9.5% | 207,162 | +1.9% | 4.49% | +3.1% |
| Q1 2023 | $9,896,882 | +6.8% | 203,388 | -0.9% | 4.35% | -0.9% |
| Q4 2022 | $9,265,592 | +20.2% | 205,218 | +15.7% | 4.39% | +2.3% |
| Q3 2022 | $7,706,000 | -3.5% | 177,439 | -0.5% | 4.30% | +14.2% |
| Q2 2022 | $7,989,000 | -16.6% | 178,277 | +0.5% | 3.76% | -1.3% |
| Q1 2022 | $9,583,000 | -5.6% | 177,423 | +99.9% | 3.81% | -1.7% |
| Q4 2021 | $10,149,000 | -1.2% | 88,758 | -10.1% | 3.88% | -8.6% |
| Q3 2021 | $10,270,000 | +0.1% | 98,724 | +0.4% | 4.24% | -1.2% |
| Q2 2021 | $10,263,000 | +2.5% | 98,340 | -20.8% | 4.30% | -26.5% |
| Q1 2021 | $10,014,000 | +10.0% | 124,202 | +22.5% | 5.84% | +29.0% |
| Q4 2020 | $9,104,000 | -9.1% | 101,383 | -18.4% | 4.53% | -22.4% |
| Q3 2020 | $10,014,000 | +7.1% | 124,202 | -1.6% | 5.84% | +2.2% |
| Q2 2020 | $9,351,000 | +22.7% | 126,195 | -2.7% | 5.71% | +2.0% |
| Q1 2020 | $7,623,000 | -33.4% | 129,748 | -12.2% | 5.60% | -15.4% |
| Q4 2019 | $11,450,000 | -99.9% | 147,729 | -3.2% | 6.62% | +1.8% |
| Q3 2019 | $10,791,069,000 | +99688.0% | 152,610 | -1.8% | 6.50% | -5.7% |
| Q2 2019 | $10,814,000 | +3.8% | 155,352 | +2.8% | 6.89% | +1.3% |
| Q1 2019 | $10,415,000 | +2.8% | 151,112 | -3.4% | 6.80% | -6.4% |
| Q4 2018 | $10,134,000 | +0.2% | 156,366 | +1.1% | 7.27% | -4.3% |
| Q3 2018 | $10,110,000 | -3.8% | 154,699 | -3.6% | 7.59% | -18.9% |
| Q1 2018 | $10,508,000 | +1.6% | 160,524 | +0.8% | 9.37% | +19.9% |
| Q4 2017 | $10,341,000 | +4.8% | 159,316 | -0.1% | 7.81% | +1.3% |
| Q3 2017 | $9,869,000 | – | 159,404 | – | 7.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |