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 | $22,204,936 | -7.3% | 438,833 | -4.0% | 2.50% | +3.7% |
| Q2 2023 | $23,944,692 | +11.5% | 457,222 | +3.0% | 2.41% | +2.2% |
| Q1 2023 | $21,475,931 | +6.6% | 443,993 | -0.5% | 2.36% | -4.6% |
| Q4 2022 | $20,141,584 | +5.7% | 446,104 | -0.8% | 2.47% | -0.7% |
| Q3 2022 | $19,049,000 | -6.5% | 449,794 | -1.4% | 2.49% | -1.2% |
| Q2 2022 | $20,375,000 | -18.7% | 456,226 | -1.9% | 2.52% | -18.2% |
| Q1 2022 | $25,048,000 | -7.3% | 465,143 | +96.0% | 3.08% | -5.1% |
| Q4 2021 | $27,018,000 | +8.5% | 237,374 | -0.8% | 3.24% | -0.5% |
| Q3 2021 | $24,900,000 | +0.4% | 239,352 | +0.3% | 3.26% | -2.9% |
| Q2 2021 | $24,812,000 | +8.2% | 238,647 | -0.1% | 3.36% | -3.1% |
| Q1 2021 | $22,940,000 | +3.0% | 238,884 | -2.4% | 3.47% | -2.1% |
| Q4 2020 | $22,267,000 | +6.6% | 244,831 | -5.5% | 3.54% | -7.0% |
| Q3 2020 | $20,884,000 | +14.4% | 259,012 | +5.2% | 3.81% | +3.1% |
| Q2 2020 | $18,251,000 | +15.8% | 246,296 | -4.2% | 3.69% | -1.7% |
| Q1 2020 | $15,755,000 | -34.2% | 257,226 | -17.5% | 3.76% | -21.9% |
| Q4 2019 | $23,942,000 | -10.0% | 311,706 | -16.9% | 4.81% | -25.8% |
| Q3 2019 | $26,610,000 | +0.0% | 375,158 | -1.0% | 6.48% | +2.6% |
| Q2 2019 | $26,604,000 | +8.2% | 379,029 | +4.2% | 6.32% | -8.3% |
| Q1 2019 | $24,587,000 | +19.7% | 363,664 | +5.7% | 6.89% | +11.7% |
| Q4 2018 | $20,543,000 | -17.0% | 344,106 | -3.2% | 6.17% | -0.9% |
| Q3 2018 | $24,736,000 | +17.0% | 355,606 | +9.3% | 6.22% | -11.6% |
| Q2 2018 | $21,145,000 | +5.4% | 325,365 | +2.3% | 7.04% | +4.4% |
| Q1 2018 | $20,070,000 | +29.2% | 318,165 | +30.6% | 6.74% | +36.9% |
| Q4 2017 | $15,538,000 | +6.3% | 243,611 | +0.1% | 4.93% | +3.9% |
| Q3 2017 | $14,611,000 | +9.0% | 243,347 | +4.9% | 4.74% | +4.4% |
| Q2 2017 | $13,401,000 | +4.1% | 231,968 | +1.4% | 4.54% | +1.0% |
| Q1 2017 | $12,871,000 | +8.5% | 228,733 | +2.7% | 4.50% | +6.3% |
| Q4 2016 | $11,861,000 | +11.6% | 222,699 | +8.1% | 4.23% | +10.4% |
| Q3 2016 | $10,632,000 | +6.7% | 205,966 | +2.9% | 3.83% | +4.2% |
| Q2 2016 | $9,960,000 | -99.8% | 200,123 | +80.7% | 3.68% | +71.6% |
| Q1 2016 | $5,408,551,000 | +219759.8% | 110,740 | +118.6% | 2.14% | +106.0% |
| Q4 2015 | $2,460,000 | – | 50,658 | – | 1.04% | – |
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% |