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 | $3,142,528 | +89.9% | 62,106 | +96.5% | 0.19% | +37.9% |
| Q2 2023 | $1,655,151 | +7.0% | 31,605 | -1.1% | 0.14% | +3.7% |
| Q1 2023 | $1,546,499 | +10.5% | 31,972 | +3.1% | 0.14% | -1.5% |
| Q4 2022 | $1,399,790 | +1.5% | 31,003 | -4.8% | 0.14% | -7.4% |
| Q3 2022 | $1,379,000 | -51.2% | 32,570 | -48.5% | 0.15% | -35.9% |
| Q2 2022 | $2,826,000 | +248.9% | 63,289 | +320.8% | 0.23% | +159.6% |
| Q1 2022 | $810,000 | -4.9% | 15,041 | +101.0% | 0.09% | -2.2% |
| Q4 2021 | $852,000 | +7.3% | 7,483 | -1.9% | 0.09% | -7.1% |
| Q3 2021 | $794,000 | -2.0% | 7,630 | -2.0% | 0.10% | -4.9% |
| Q2 2021 | $810,000 | +7.1% | 7,788 | -1.1% | 0.10% | -6.4% |
| Q1 2021 | $756,000 | -5.7% | 7,871 | -10.8% | 0.11% | -13.4% |
| Q4 2020 | $802,000 | +6.2% | 8,825 | -5.8% | 0.13% | -31.4% |
| Q3 2020 | $755,000 | -26.3% | 9,367 | -32.3% | 0.18% | -46.1% |
| Q2 2020 | $1,025,000 | +19.5% | 13,844 | -1.3% | 0.34% | -9.7% |
| Q1 2020 | $858,000 | -21.4% | 14,022 | -1.4% | 0.38% | -27.6% |
| Q4 2019 | $1,091,000 | +2.4% | 14,214 | -5.4% | 0.52% | +4.8% |
| Q3 2019 | $1,065,000 | -89.8% | 15,022 | +0.6% | 0.50% | +18.2% |
| Q2 2019 | $10,483,000 | +935.9% | 14,935 | -0.2% | 0.42% | -7.8% |
| Q1 2019 | $1,012,000 | +11.8% | 14,961 | -1.3% | 0.46% | -13.7% |
| Q4 2018 | $905,000 | -6.4% | 15,157 | +9.0% | 0.53% | +28.1% |
| Q3 2018 | $967,000 | +17.4% | 13,903 | +9.7% | 0.42% | +7.2% |
| Q2 2018 | $824,000 | +12.4% | 12,678 | +9.0% | 0.39% | +6.0% |
| Q1 2018 | $733,000 | +3.5% | 11,627 | +5.0% | 0.37% | -16.1% |
| Q4 2017 | $708,000 | +5.8% | 11,072 | -0.3% | 0.44% | +2.8% |
| Q3 2017 | $669,000 | +16.3% | 11,102 | +11.6% | 0.42% | +16.5% |
| Q2 2017 | $575,000 | +8.7% | 9,951 | +5.8% | 0.36% | +14.8% |
| Q1 2017 | $529,000 | +41.4% | 9,407 | +34.0% | 0.32% | +7.1% |
| Q4 2016 | $374,000 | – | 7,021 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |