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 | $99,847,761 | -3.2% | 1,973,276 | +0.2% | 20.42% | -1.5% |
| Q2 2023 | $103,172,292 | +8.1% | 1,970,065 | -0.2% | 20.73% | +5.0% |
| Q1 2023 | $95,464,523 | +10.7% | 1,973,631 | +3.4% | 19.74% | +3.6% |
| Q4 2022 | $86,199,624 | +2.3% | 1,909,183 | -4.0% | 19.06% | -2.5% |
| Q3 2022 | $84,248,000 | -3.1% | 1,989,326 | +2.2% | 19.55% | +1.3% |
| Q2 2022 | $86,909,000 | -22.3% | 1,946,010 | -6.3% | 19.29% | -11.2% |
| Q1 2022 | $111,860,000 | -9.0% | 2,077,245 | +92.4% | 21.73% | -4.5% |
| Q4 2021 | $122,865,000 | -12.4% | 1,079,470 | -19.9% | 22.76% | -17.1% |
| Q3 2021 | $140,279,000 | -0.9% | 1,348,449 | +0.7% | 27.47% | -1.0% |
| Q2 2021 | $141,490,000 | +14.4% | 1,338,469 | +8.1% | 27.74% | -0.6% |
| Q1 2021 | $123,681,000 | +11.1% | 1,237,924 | +1.1% | 27.90% | +3.8% |
| Q4 2020 | $111,312,000 | +8.3% | 1,223,881 | +0.7% | 26.88% | +0.2% |
| Q3 2020 | $102,757,000 | +12.8% | 1,215,483 | -1.1% | 26.82% | +3.0% |
| Q2 2020 | $91,057,000 | +63.2% | 1,228,841 | +34.9% | 26.03% | +26.6% |
| Q1 2020 | $55,800,000 | +128.7% | 911,027 | +191.2% | 20.56% | +157.9% |
| Q4 2019 | $24,400,000 | +12.1% | 312,866 | +0.1% | 7.98% | +6.3% |
| Q3 2019 | $21,767,000 | +3.2% | 312,606 | +4.0% | 7.50% | -0.1% |
| Q2 2019 | $21,097,000 | +3.2% | 300,571 | +1.1% | 7.51% | +1.6% |
| Q1 2019 | $20,441,000 | +10.5% | 297,407 | +1.2% | 7.39% | +2.2% |
| Q4 2018 | $18,491,000 | -22.2% | 293,926 | -15.1% | 7.23% | -19.8% |
| Q3 2018 | $23,765,000 | +9.9% | 346,283 | +4.0% | 9.01% | +9.0% |
| Q2 2018 | $21,630,000 | +4.5% | 332,828 | +1.4% | 8.27% | +4.1% |
| Q1 2018 | $20,697,000 | +14.2% | 328,112 | +15.5% | 7.94% | +5.9% |
| Q4 2017 | $18,121,000 | +13.1% | 284,124 | +6.5% | 7.50% | +8.5% |
| Q3 2017 | $16,017,000 | +13.9% | 266,765 | +9.6% | 6.91% | +6.3% |
| Q2 2017 | $14,061,000 | +4.7% | 243,391 | +2.0% | 6.50% | +1.4% |
| Q1 2017 | $13,432,000 | +7.6% | 238,700 | +1.9% | 6.41% | +4.8% |
| Q4 2016 | $12,478,000 | – | 234,290 | – | 6.12% | – |
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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% |