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 | $228 | -3.4% | 4,514 | 0.0% | 0.17% | -0.6% |
| Q2 2023 | $236 | -20.0% | 4,514 | -26.0% | 0.17% | -24.0% |
| Q1 2023 | $295 | +7.7% | 6,104 | 0.0% | 0.23% | +0.4% |
| Q4 2022 | $274 | -99.9% | 6,104 | -0.7% | 0.23% | +1.3% |
| Q3 2022 | $260,000 | -5.1% | 6,150 | +0.3% | 0.22% | +1.4% |
| Q2 2022 | $274,000 | -18.2% | 6,130 | -1.6% | 0.22% | -7.9% |
| Q1 2022 | $335,000 | -4.3% | 6,232 | +103.3% | 0.24% | +2.6% |
| Q4 2021 | $350,000 | +4.8% | 3,066 | -4.5% | 0.24% | -0.4% |
| Q3 2021 | $334,000 | +0.3% | 3,211 | 0.0% | 0.24% | +5.4% |
| Q2 2021 | $333,000 | +8.1% | 3,211 | 0.0% | 0.22% | +1.8% |
| Q1 2021 | $308,000 | -27.7% | 3,211 | -31.5% | 0.22% | -29.0% |
| Q4 2020 | $426,000 | +3.6% | 4,689 | -7.9% | 0.31% | -8.6% |
| Q3 2020 | $411,000 | +1.0% | 5,090 | -7.8% | 0.34% | -4.2% |
| Q2 2020 | $407,000 | +3.8% | 5,520 | -13.9% | 0.35% | -2.5% |
| Q1 2020 | $392,000 | -28.9% | 6,408 | -10.7% | 0.36% | -7.6% |
| Q4 2019 | $551,000 | +4.8% | 7,176 | -3.3% | 0.39% | -0.3% |
| Q3 2019 | $526,000 | -1.1% | 7,423 | -2.0% | 0.39% | -0.3% |
| Q2 2019 | $532,000 | -7.3% | 7,577 | -10.9% | 0.40% | -8.4% |
| Q1 2019 | $574,000 | +8.5% | 8,503 | -4.1% | 0.43% | -2.5% |
| Q4 2018 | $529,000 | -43.5% | 8,869 | -34.2% | 0.44% | -34.4% |
| Q3 2018 | $937,000 | -12.1% | 13,475 | -17.8% | 0.67% | -6.6% |
| Q2 2018 | $1,066,000 | -7.8% | 16,396 | -10.5% | 0.72% | -6.8% |
| Q1 2018 | $1,156,000 | +24.2% | 18,324 | +25.4% | 0.78% | +19.0% |
| Q4 2017 | $931,000 | +22.5% | 14,607 | +15.4% | 0.65% | +14.6% |
| Q3 2017 | $760,000 | +2.8% | 12,663 | -1.0% | 0.57% | -2.4% |
| Q2 2017 | $739,000 | +108.8% | 12,794 | +103.2% | 0.58% | +96.0% |
| Q1 2017 | $354,000 | – | 6,295 | – | 0.30% | – |
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% |