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 | $337,901 | -3.4% | 6,678 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $349,721 | +8.3% | 6,678 | 0.0% | 0.09% | +3.6% |
| Q1 2023 | $323,010 | +6.3% | 6,678 | -0.8% | 0.08% | +5.1% |
| Q4 2022 | $303,990 | +6.7% | 6,733 | 0.0% | 0.08% | -2.5% |
| Q3 2022 | $285,000 | -5.3% | 6,733 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $301,000 | -17.1% | 6,733 | 0.0% | 0.08% | -6.9% |
| Q1 2022 | $363,000 | -5.2% | 6,733 | +100.0% | 0.09% | -1.1% |
| Q4 2021 | $383,000 | +8.5% | 3,367 | -0.7% | 0.09% | -12.9% |
| Q3 2021 | $353,000 | -0.6% | 3,392 | -0.7% | 0.10% | +1.0% |
| Q2 2021 | $355,000 | +5.7% | 3,417 | -2.4% | 0.10% | 0.0% |
| Q1 2021 | $336,000 | +2.8% | 3,502 | -2.5% | 0.10% | -9.1% |
| Q4 2020 | $327,000 | +11.6% | 3,592 | -1.2% | 0.11% | -2.7% |
| Q3 2020 | $293,000 | -49.3% | 3,635 | -53.4% | 0.11% | -51.3% |
| Q2 2020 | $578,000 | +22.7% | 7,796 | +1.5% | 0.23% | +4.5% |
| Q1 2020 | $471,000 | +0.2% | 7,684 | +25.7% | 0.22% | +23.3% |
| Q4 2019 | $470,000 | +7.8% | 6,115 | -0.4% | 0.18% | -0.6% |
| Q3 2019 | $436,000 | +0.7% | 6,140 | -0.6% | 0.18% | -0.5% |
| Q2 2019 | $433,000 | -4.0% | 6,175 | -7.4% | 0.18% | -6.7% |
| Q1 2019 | $451,000 | +13.6% | 6,665 | +0.2% | 0.20% | -1.0% |
| Q4 2018 | $397,000 | -8.9% | 6,650 | +6.0% | 0.20% | +3.1% |
| Q3 2018 | $436,000 | +4.3% | 6,275 | -2.3% | 0.19% | -2.6% |
| Q2 2018 | $418,000 | +3.2% | 6,425 | 0.0% | 0.20% | +3.7% |
| Q1 2018 | $405,000 | -3.3% | 6,425 | -2.3% | 0.19% | -1.6% |
| Q4 2017 | $419,000 | +6.1% | 6,575 | 0.0% | 0.19% | -5.4% |
| Q3 2017 | $395,000 | +3.9% | 6,575 | 0.0% | 0.20% | -1.0% |
| Q2 2017 | $380,000 | +2.7% | 6,575 | 0.0% | 0.20% | -1.0% |
| Q1 2017 | $370,000 | -8.2% | 6,575 | -13.1% | 0.21% | -12.3% |
| Q4 2016 | $403,000 | +22.1% | 7,570 | +18.5% | 0.24% | +15.7% |
| Q3 2016 | $330,000 | +31.5% | 6,390 | +26.8% | 0.20% | +25.9% |
| Q2 2016 | $251,000 | +1.2% | 5,040 | -0.6% | 0.16% | -4.1% |
| Q1 2016 | $248,000 | +2.5% | 5,070 | +1.7% | 0.17% | -21.8% |
| Q4 2015 | $242,000 | – | 4,985 | – | 0.22% | – |
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% |