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 | $23,801,852 | -2.5% | 470,392 | +0.9% | 11.71% | -1.1% |
| Q2 2023 | $24,415,063 | +8.3% | 466,203 | -0.0% | 11.83% | -1.8% |
| Q1 2023 | $22,553,643 | +4.4% | 466,273 | -2.5% | 12.05% | +46.3% |
| Q4 2022 | $21,599,453 | +7.5% | 478,393 | +0.8% | 8.23% | +0.6% |
| Q3 2022 | $20,097,893 | -5.2% | 474,567 | -0.1% | 8.18% | -2.8% |
| Q2 2022 | $21,207,831 | -17.0% | 474,873 | +0.0% | 8.42% | -4.3% |
| Q1 2022 | $25,565,555 | -5.2% | 474,755 | +100.4% | 8.80% | -2.1% |
| Q4 2021 | $26,960,120 | +8.7% | 236,866 | -0.7% | 8.99% | -1.8% |
| Q3 2021 | $24,812,036 | -0.6% | 238,508 | -0.6% | 9.16% | +0.4% |
| Q2 2021 | $24,957,173 | +8.3% | 240,042 | +0.0% | 9.12% | +0.6% |
| Q1 2021 | $23,047,392 | +6.6% | 240,002 | +1.0% | 9.07% | -1.1% |
| Q4 2020 | $21,620,471 | +12.3% | 237,718 | -0.5% | 9.17% | -1.6% |
| Q3 2020 | $19,258,245 | +10.2% | 238,847 | +1.3% | 9.32% | +1.9% |
| Q2 2020 | $17,475,092 | +23.8% | 235,831 | +2.3% | 9.14% | +3.0% |
| Q1 2020 | $14,117,985 | -21.7% | 230,498 | -1.8% | 8.88% | -3.9% |
| Q4 2019 | $18,032,754 | +15.8% | 234,771 | +6.9% | 9.24% | +6.3% |
| Q3 2019 | $15,576,926 | +5.5% | 219,610 | +4.4% | 8.70% | +2.6% |
| Q2 2019 | $14,760,876 | +6.7% | 210,299 | +2.7% | 8.48% | +4.9% |
| Q1 2019 | $13,840,230 | +14.9% | 204,707 | +1.4% | 8.08% | +4.0% |
| Q4 2018 | $12,048,108 | -29.9% | 201,811 | -18.3% | 7.77% | -31.0% |
| Q3 2018 | $17,189,448 | +9.1% | 247,117 | +1.9% | 11.26% | +2.7% |
| Q2 2018 | $15,760,260 | +8.1% | 242,503 | +4.9% | 10.96% | +5.0% |
| Q1 2018 | $14,584,591 | +11.1% | 231,208 | +12.3% | 10.44% | +8.6% |
| Q4 2017 | $13,132,866 | +8.6% | 205,909 | +2.2% | 9.62% | +4.2% |
| Q3 2017 | $12,093,067 | +9.4% | 201,417 | +5.3% | 9.23% | +5.5% |
| Q2 2017 | $11,049,717 | +8.9% | 191,271 | +6.1% | 8.75% | +2.9% |
| Q1 2017 | $10,146,935 | +16.7% | 180,326 | +10.5% | 8.50% | +9.2% |
| Q4 2016 | $8,694,740 | +6.8% | 163,251 | +3.6% | 7.78% | +4.8% |
| Q3 2016 | $8,137,988 | +4.3% | 157,652 | +0.6% | 7.43% | +0.8% |
| Q2 2016 | $7,802,983 | +3.2% | 156,781 | +1.3% | 7.37% | +2.7% |
| Q1 2016 | $7,562,427 | – | 154,841 | – | 7.17% | – |
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% |