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 | $105,850,662 | -6.7% | 2,091,910 | -3.4% | 0.41% | +192.1% |
| Q2 2023 | $113,420,290 | +25.6% | 2,165,749 | +16.0% | 0.14% | -92.2% |
| Q1 2023 | $90,280,852 | -15.1% | 1,866,463 | -20.8% | 1.81% | +34.1% |
| Q4 2022 | $106,396,937 | +128.1% | 2,357,188 | +114.0% | 1.35% | +128.3% |
| Q3 2022 | $46,652,000 | -4.7% | 1,101,580 | +0.3% | 0.59% | -2.0% |
| Q2 2022 | $48,973,000 | -17.6% | 1,098,401 | -0.5% | 0.60% | -2.6% |
| Q1 2022 | $59,435,000 | +4.3% | 1,103,729 | +120.4% | 0.62% | +12.4% |
| Q4 2021 | $57,011,000 | +10.7% | 500,800 | +1.2% | 0.55% | -20.6% |
| Q3 2021 | $51,487,000 | -4.6% | 494,928 | -4.6% | 0.69% | -9.3% |
| Q2 2021 | $53,955,000 | +6.5% | 518,946 | -1.6% | 0.76% | -4.7% |
| Q1 2021 | $50,661,000 | +4.6% | 527,560 | -1.0% | 0.80% | +2.0% |
| Q4 2020 | $48,455,000 | +1.9% | 532,761 | -9.7% | 0.79% | -11.6% |
| Q3 2020 | $47,562,000 | +21.9% | 589,880 | +12.0% | 0.89% | +3.9% |
| Q2 2020 | $39,021,000 | -37.7% | 526,598 | -48.5% | 0.86% | -55.1% |
| Q1 2020 | $62,634,000 | +9.9% | 1,022,594 | +37.9% | 1.90% | +23.5% |
| Q4 2019 | $56,976,000 | +78.6% | 741,778 | +64.9% | 1.54% | +58.0% |
| Q3 2019 | $31,908,000 | +2677.0% | 449,847 | +2661.2% | 0.98% | +2611.1% |
| Q2 2019 | $1,149,000 | +85.0% | 16,292 | +77.3% | 0.04% | +50.0% |
| Q1 2019 | $621,000 | +31.6% | 9,188 | +16.4% | 0.02% | -14.3% |
| Q4 2018 | $472,000 | – | 7,893 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |