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 | $3,769,975 | +36.3% | 74,505 | +41.0% | 0.13% | +41.6% |
| Q2 2023 | $2,766,705 | +12.1% | 52,829 | +3.5% | 0.09% | +7.2% |
| Q1 2023 | $2,467,791 | +7.9% | 51,019 | +0.7% | 0.08% | -16.2% |
| Q4 2022 | $2,286,971 | +5.6% | 50,652 | -1.0% | 0.10% | -1.0% |
| Q3 2022 | $2,166,000 | -13.4% | 51,142 | -8.6% | 0.10% | -13.0% |
| Q2 2022 | $2,500,000 | -20.5% | 55,981 | -2.7% | 0.12% | -8.0% |
| Q1 2022 | $3,145,000 | +10.3% | 57,505 | +129.6% | 0.12% | +17.9% |
| Q4 2021 | $2,851,000 | +2.5% | 25,046 | -6.3% | 0.11% | -5.4% |
| Q3 2021 | $2,782,000 | -0.1% | 26,740 | -0.1% | 0.11% | -5.1% |
| Q2 2021 | $2,784,000 | +8.5% | 26,779 | +0.2% | 0.12% | -2.5% |
| Q1 2021 | $2,567,000 | +3.4% | 26,730 | -2.1% | 0.12% | -10.4% |
| Q4 2020 | $2,483,000 | +11.6% | 27,302 | -1.0% | 0.14% | -2.2% |
| Q3 2020 | $2,224,000 | +11.5% | 27,583 | +2.5% | 0.14% | +6.2% |
| Q2 2020 | $1,994,000 | +17.5% | 26,922 | -2.9% | 0.13% | -5.1% |
| Q1 2020 | $1,697,000 | +11.0% | 27,719 | +39.3% | 0.14% | +19.1% |
| Q4 2019 | $1,529,000 | +3.0% | 19,903 | -5.0% | 0.12% | -9.4% |
| Q3 2019 | $1,485,000 | +43.2% | 20,941 | +41.7% | 0.13% | +25.7% |
| Q2 2019 | $1,037,000 | -16.8% | 14,776 | -19.9% | 0.10% | -27.9% |
| Q1 2019 | $1,247,000 | +3.8% | 18,439 | -8.4% | 0.14% | -16.2% |
| Q4 2018 | $1,201,000 | +7.8% | 20,131 | +25.7% | 0.17% | +21.0% |
| Q3 2018 | $1,114,000 | +37.7% | 16,017 | +28.6% | 0.14% | +19.0% |
| Q2 2018 | $809,000 | +5.3% | 12,452 | +2.3% | 0.12% | -3.3% |
| Q1 2018 | $768,000 | +1.6% | 12,168 | +2.7% | 0.12% | -3.2% |
| Q4 2017 | $756,000 | +3.6% | 11,846 | +0.2% | 0.12% | -1.6% |
| Q3 2017 | $730,000 | +8.8% | 11,821 | +3.9% | 0.13% | -0.8% |
| Q2 2017 | $671,000 | +35.8% | 11,379 | +31.2% | 0.13% | +159.2% |
| Q1 2017 | $494,000 | +255.4% | 8,670 | +231.2% | 0.05% | +48.5% |
| Q4 2016 | $139,000 | – | 2,618 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |