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 | $1,497,616 | +47.4% | 29,597 | +52.5% | 0.14% | +50.0% |
| Q2 2023 | $1,016,304 | +6.9% | 19,406 | -1.3% | 0.09% | -8.7% |
| Q1 2023 | $950,579 | -6.4% | 19,652 | -12.6% | 0.10% | -14.2% |
| Q4 2022 | $1,015,060 | +6.7% | 22,482 | +0.1% | 0.12% | -10.4% |
| Q3 2022 | $951,000 | -9.2% | 22,457 | +5.1% | 0.13% | -2.2% |
| Q2 2022 | $1,047,000 | -9.9% | 21,361 | -1.0% | 0.14% | -58.4% |
| Q1 2022 | $1,162,000 | +0.6% | 21,570 | +112.6% | 0.33% | +6.5% |
| Q4 2021 | $1,155,000 | -0.5% | 10,144 | -9.1% | 0.31% | +3.3% |
| Q3 2021 | $1,161,000 | +0.2% | 11,163 | +0.1% | 0.30% | -2.6% |
| Q2 2021 | $1,159,000 | -16.4% | 11,155 | -22.8% | 0.31% | -24.8% |
| Q1 2021 | $1,387,000 | -2.5% | 14,453 | -7.6% | 0.41% | -4.9% |
| Q4 2020 | $1,423,000 | -3.6% | 15,648 | -14.5% | 0.43% | +2.1% |
| Q3 2020 | $1,476,000 | +4.5% | 18,306 | -3.9% | 0.42% | -21.5% |
| Q2 2020 | $1,412,000 | -51.4% | 19,051 | -59.8% | 0.54% | -50.4% |
| Q1 2020 | $2,904,000 | -66.1% | 47,414 | -57.5% | 1.08% | -65.3% |
| Q4 2019 | $8,573,000 | +3517.3% | 111,607 | +2709.8% | 3.11% | +3511.6% |
| Q4 2018 | $237,000 | -31.3% | 3,972 | -19.9% | 0.09% | -38.1% |
| Q3 2018 | $345,000 | +1.2% | 4,959 | -5.5% | 0.14% | -4.1% |
| Q2 2018 | $341,000 | -8.6% | 5,249 | -11.2% | 0.14% | -7.1% |
| Q1 2018 | $373,000 | -7.7% | 5,909 | -1.5% | 0.16% | -13.3% |
| Q4 2017 | $404,000 | +9.8% | 6,000 | -2.1% | 0.18% | +35.3% |
| Q3 2017 | $368,000 | +6.7% | 6,129 | +2.5% | 0.13% | -31.8% |
| Q2 2017 | $345,000 | +315.7% | 5,977 | +304.7% | 0.20% | +298.0% |
| Q1 2017 | $83,000 | – | 1,477 | – | 0.05% | – |
Download | ||||||
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% |