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 | $76,128,211 | -1.7% | 1,504,510 | +1.8% | 21.37% | -0.1% |
| Q2 2023 | $77,432,960 | +8.5% | 1,478,575 | +0.2% | 21.40% | +4.1% |
| Q1 2023 | $71,381,751 | +8.9% | 1,475,744 | +1.7% | 20.56% | +2.9% |
| Q4 2022 | $65,543,461 | +7.4% | 1,451,683 | +0.8% | 19.98% | -0.2% |
| Q3 2022 | $61,014,000 | -4.9% | 1,440,697 | +1.6% | 20.01% | +0.6% |
| Q2 2022 | $64,182,000 | -15.4% | 1,417,749 | +1.9% | 19.89% | -4.4% |
| Q1 2022 | $75,877,000 | -3.2% | 1,391,977 | +102.2% | 20.80% | -1.2% |
| Q4 2021 | $78,356,000 | -11.1% | 688,416 | -17.8% | 21.05% | -16.6% |
| Q3 2021 | $88,109,000 | +2.8% | 837,773 | +1.7% | 25.25% | +2.3% |
| Q2 2021 | $85,698,000 | +11.2% | 823,942 | +2.6% | 24.68% | +3.6% |
| Q1 2021 | $77,096,000 | +10.3% | 802,831 | +4.1% | 23.82% | +0.8% |
| Q4 2020 | $69,876,000 | +19.9% | 771,259 | +5.9% | 23.63% | +2.3% |
| Q3 2020 | $58,277,000 | +11.5% | 728,189 | +1.8% | 23.09% | +4.9% |
| Q2 2020 | $52,257,000 | +9.1% | 715,647 | +2.6% | 22.02% | +1.5% |
| Q1 2020 | $47,892,000 | -3.2% | 697,318 | +7.9% | 21.70% | +6.3% |
| Q4 2019 | $49,498,000 | +2.0% | 646,020 | -4.6% | 20.41% | -1.9% |
| Q3 2019 | $48,509,000 | +8.2% | 676,840 | +5.2% | 20.80% | +1.5% |
| Q2 2019 | $44,853,000 | +3.7% | 643,429 | +1.7% | 20.50% | +1.4% |
| Q1 2019 | $43,273,000 | +10.9% | 632,645 | +2.3% | 20.22% | +3.6% |
| Q4 2018 | $39,030,000 | -0.7% | 618,543 | +5.5% | 19.51% | -19.2% |
| Q3 2018 | $39,287,000 | +5.9% | 586,549 | +2.8% | 24.15% | -2.6% |
| Q2 2018 | $37,091,000 | +24.7% | 570,713 | +21.0% | 24.80% | +28.4% |
| Q1 2018 | $29,747,000 | +7.0% | 471,572 | +7.3% | 19.32% | +0.6% |
| Q4 2017 | $27,790,000 | +6.4% | 439,578 | +3.9% | 19.20% | -1.7% |
| Q3 2017 | $26,117,000 | +15.0% | 423,089 | +10.0% | 19.52% | +0.5% |
| Q2 2017 | $22,702,000 | +13.6% | 384,458 | +10.1% | 19.43% | +1.7% |
| Q1 2017 | $19,982,000 | +12.1% | 349,339 | +7.1% | 19.10% | +1.0% |
| Q4 2016 | $17,832,000 | – | 326,107 | – | 18.92% | – |
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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% |