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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,542,034 | +7.2% | 48,540 | -1.0% | 0.25% | +4.1% |
| Q1 2023 | $2,370,475 | +4.3% | 49,007 | -2.6% | 0.24% | -0.8% |
| Q4 2022 | $2,272,473 | +5.7% | 50,332 | -0.8% | 0.25% | -4.3% |
| Q3 2022 | $2,149,000 | -22.2% | 50,748 | -17.9% | 0.26% | -18.7% |
| Q2 2022 | $2,762,000 | -17.6% | 61,839 | -0.6% | 0.32% | -11.7% |
| Q1 2022 | $3,350,000 | -8.1% | 62,201 | +94.1% | 0.36% | -6.0% |
| Q4 2021 | $3,647,000 | +5.4% | 32,043 | -3.7% | 0.38% | -2.8% |
| Q3 2021 | $3,461,000 | +1.5% | 33,268 | +1.4% | 0.39% | -3.2% |
| Q2 2021 | $3,411,000 | +7.8% | 32,804 | -0.4% | 0.40% | -0.2% |
| Q1 2021 | $3,164,000 | +0.1% | 32,945 | -5.3% | 0.41% | -8.8% |
| Q4 2020 | $3,162,000 | +11.5% | 34,771 | -1.1% | 0.44% | -0.9% |
| Q3 2020 | $2,836,000 | -61.2% | 35,175 | -64.3% | 0.45% | -64.1% |
| Q2 2020 | $7,302,000 | +12.2% | 98,539 | -7.2% | 1.25% | -6.2% |
| Q1 2020 | $6,507,000 | -12.2% | 106,238 | +10.1% | 1.33% | +1.0% |
| Q4 2019 | $7,413,000 | +11.1% | 96,517 | +2.6% | 1.32% | +0.2% |
| Q3 2019 | $6,671,000 | -6.8% | 94,057 | -7.8% | 1.32% | -6.9% |
| Q2 2019 | $7,160,000 | +29.2% | 102,009 | +24.4% | 1.42% | +25.0% |
| Q1 2019 | $5,543,000 | +22.6% | 81,989 | +8.3% | 1.13% | +7.1% |
| Q4 2018 | $4,520,000 | -4.0% | 75,707 | +11.8% | 1.06% | +4.3% |
| Q3 2018 | $4,710,000 | +10.4% | 67,715 | +3.2% | 1.01% | +6.3% |
| Q2 2018 | $4,266,000 | -12.9% | 65,640 | -15.5% | 0.95% | -28.8% |
| Q1 2018 | $4,897,000 | -0.6% | 77,636 | +0.5% | 1.34% | +14.1% |
| Q4 2017 | $4,928,000 | +14.3% | 77,269 | +7.6% | 1.17% | +8.8% |
| Q3 2017 | $4,312,000 | +11.9% | 71,825 | +7.7% | 1.08% | -1.4% |
| Q2 2017 | $3,853,000 | +2.8% | 66,694 | +0.2% | 1.09% | -1.7% |
| Q1 2017 | $3,747,000 | +31.0% | 66,582 | +24.0% | 1.11% | +16.8% |
| Q4 2016 | $2,860,000 | +1.0% | 53,701 | -2.2% | 0.95% | -2.8% |
| Q3 2016 | $2,833,000 | -67.6% | 54,886 | -69.1% | 0.98% | -55.1% |
| Q2 2016 | $8,736,000 | +59.3% | 177,628 | +58.2% | 2.18% | -33.8% |
| Q1 2016 | $5,485,000 | – | 112,310 | – | 3.29% | – |
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% |