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 | $690,286 | -6.1% | 13,642 | -2.8% | 0.08% | -4.8% |
| Q2 2023 | $735,380 | -16.1% | 14,042 | -22.5% | 0.08% | -16.8% |
| Q1 2023 | $876,175 | +5.9% | 18,114 | -1.1% | 0.10% | +5.2% |
| Q4 2022 | $827,058 | +6.6% | 18,318 | 0.0% | 0.10% | -3.0% |
| Q3 2022 | $776,000 | -5.1% | 18,318 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $818,000 | -17.7% | 18,318 | -0.8% | 0.10% | -8.3% |
| Q1 2022 | $994,000 | -5.6% | 18,458 | +99.5% | 0.11% | +1.9% |
| Q4 2021 | $1,053,000 | +9.1% | 9,254 | -0.2% | 0.11% | -44.8% |
| Q3 2021 | $965,000 | 0.0% | 9,274 | -0.1% | 0.19% | +0.5% |
| Q2 2021 | $965,000 | +7.7% | 9,286 | -0.5% | 0.19% | +1.6% |
| Q1 2021 | $896,000 | +5.3% | 9,334 | -0.3% | 0.19% | -1.1% |
| Q4 2020 | $851,000 | +12.6% | 9,360 | -0.2% | 0.19% | 0.0% |
| Q3 2020 | $756,000 | +3.4% | 9,377 | -5.0% | 0.19% | -3.6% |
| Q2 2020 | $731,000 | +21.0% | 9,867 | 0.0% | 0.20% | +5.3% |
| Q1 2020 | $604,000 | -29.7% | 9,867 | -11.8% | 0.19% | -15.8% |
| Q4 2019 | $859,000 | +8.2% | 11,188 | 0.0% | 0.22% | -0.9% |
| Q3 2019 | $794,000 | +9.5% | 11,188 | +8.3% | 0.22% | +6.7% |
| Q2 2019 | $725,000 | -1.2% | 10,326 | -4.8% | 0.21% | -7.1% |
| Q1 2019 | $734,000 | +33.9% | 10,851 | +18.1% | 0.23% | +20.2% |
| Q4 2018 | $548,000 | -1.6% | 9,186 | +14.7% | 0.19% | +6.2% |
| Q3 2018 | $557,000 | +25.5% | 8,007 | +17.2% | 0.18% | +14.9% |
| Q2 2018 | $444,000 | +0.9% | 6,830 | -2.1% | 0.15% | -11.5% |
| Q1 2018 | $440,000 | +1.4% | 6,977 | +2.6% | 0.17% | +3.0% |
| Q4 2017 | $434,000 | +7.2% | 6,803 | +0.9% | 0.17% | +3.7% |
| Q3 2017 | $405,000 | 0.0% | 6,739 | -4.0% | 0.16% | -5.2% |
| Q2 2017 | $405,000 | -13.5% | 7,018 | -15.6% | 0.17% | -18.9% |
| Q1 2017 | $468,000 | +18.2% | 8,318 | +12.0% | 0.21% | +7.1% |
| Q4 2016 | $396,000 | +15.5% | 7,429 | +11.9% | 0.20% | +5.3% |
| Q3 2016 | $343,000 | +38.9% | 6,636 | +33.9% | 0.19% | +29.7% |
| Q2 2016 | $247,000 | – | 4,956 | – | 0.14% | – |
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% |