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 | $245,309 | -3.7% | 4,848 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $254,623 | +8.3% | 4,862 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $235,175 | +58.3% | 4,862 | +47.8% | 0.01% | +55.6% |
| Q4 2022 | $148,544 | -9.4% | 3,290 | -15.1% | 0.01% | -18.2% |
| Q3 2022 | $164,000 | -15.9% | 3,876 | -10.4% | 0.01% | +10.0% |
| Q2 2022 | $195,000 | -15.2% | 4,325 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $230,000 | -10.5% | 4,276 | +88.9% | 0.01% | 0.0% |
| Q4 2021 | $257,000 | +14.7% | 2,264 | +5.9% | 0.01% | +11.1% |
| Q3 2021 | $224,000 | -0.4% | 2,138 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $225,000 | -33.4% | 2,138 | -36.2% | 0.01% | 0.0% |
| Q1 2021 | $338,000 | +51.6% | 3,349 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $223,000 | +2.8% | 3,349 | +21.5% | 0.01% | -18.2% |
| Q3 2020 | $217,000 | +26.2% | 2,756 | +15.0% | 0.01% | +10.0% |
| Q2 2020 | $172,000 | +19.4% | 2,397 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $144,000 | -21.7% | 2,397 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $184,000 | +4.5% | 2,397 | -4.0% | 0.01% | -9.1% |
| Q3 2019 | $176,000 | +0.6% | 2,497 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $175,000 | +1.7% | 2,497 | -2.3% | 0.01% | 0.0% |
| Q1 2019 | $172,000 | +23.7% | 2,557 | +8.2% | 0.01% | +10.0% |
| Q4 2018 | $139,000 | -15.2% | 2,364 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $164,000 | +8.6% | 2,364 | +1.2% | 0.01% | -8.3% |
| Q2 2018 | $151,000 | +2.7% | 2,335 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $147,000 | -0.7% | 2,335 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $148,000 | +15.6% | 2,335 | +9.1% | 0.01% | 0.0% |
| Q3 2017 | $128,000 | +106.5% | 2,140 | +96.3% | 0.01% | +116.7% |
| Q2 2017 | $62,000 | +121.4% | 1,090 | +118.0% | 0.01% | +100.0% |
| Q1 2017 | $28,000 | +7.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $26,000 | +4.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $25,000 | +4.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $24,000 | 0.0% | 500 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $24,000 | – | 500 | – | 0.00% | – |
Download | ||||||
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% |