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 | $469,619 | -3.4% | 9,281 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $486,046 | +8.3% | 9,281 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $448,922 | +7.1% | 9,281 | 0.0% | 0.06% | +5.2% |
| Q4 2022 | $419,037 | -30.7% | 9,281 | -35.0% | 0.06% | -37.0% |
| Q3 2022 | $605,000 | -5.0% | 14,281 | +0.2% | 0.09% | -6.1% |
| Q2 2022 | $637,000 | -18.2% | 14,254 | -1.5% | 0.10% | -7.5% |
| Q1 2022 | $779,000 | -5.3% | 14,466 | +100.0% | 0.11% | -7.0% |
| Q4 2021 | $823,000 | +4.3% | 7,233 | -4.6% | 0.11% | -5.0% |
| Q3 2021 | $789,000 | +7.1% | 7,580 | +7.0% | 0.12% | +8.1% |
| Q2 2021 | $737,000 | +8.2% | 7,087 | 0.0% | 0.11% | +0.9% |
| Q1 2021 | $681,000 | +19.3% | 7,087 | 0.0% | 0.11% | -7.6% |
| Q3 2020 | $571,000 | +8.8% | 7,087 | 0.0% | 0.12% | +2.6% |
| Q2 2020 | $525,000 | +21.0% | 7,087 | 0.0% | 0.12% | +1.8% |
| Q1 2020 | $434,000 | -20.2% | 7,087 | 0.0% | 0.11% | +0.9% |
| Q4 2019 | $544,000 | +8.2% | 7,087 | 0.0% | 0.11% | +1.8% |
| Q3 2019 | $503,000 | +1.2% | 7,087 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $497,000 | +3.8% | 7,087 | 0.0% | 0.11% | -1.8% |
| Q1 2019 | $479,000 | +13.2% | 7,087 | 0.0% | 0.11% | -0.9% |
| Q4 2018 | $423,000 | -9.2% | 7,087 | +5.9% | 0.12% | +8.5% |
| Q3 2018 | $466,000 | +7.1% | 6,695 | 0.0% | 0.11% | -2.8% |
| Q2 2018 | $435,000 | +8.2% | 6,695 | 0.0% | 0.11% | -4.4% |
| Q3 2017 | $402,000 | +3.9% | 6,695 | 0.0% | 0.11% | -12.3% |
| Q2 2017 | $387,000 | +2.7% | 6,695 | 0.0% | 0.13% | -3.7% |
| Q1 2017 | $377,000 | +5.6% | 6,695 | 0.0% | 0.14% | -0.7% |
| Q4 2016 | $357,000 | +3.2% | 6,695 | 0.0% | 0.14% | -2.2% |
| Q3 2016 | $346,000 | +3.9% | 6,695 | 0.0% | 0.14% | +0.7% |
| Q2 2016 | $333,000 | +1.8% | 6,695 | 0.0% | 0.14% | -2.1% |
| Q1 2016 | $327,000 | +0.6% | 6,695 | 0.0% | 0.14% | -13.0% |
| Q4 2015 | $325,000 | +6.2% | 6,695 | 0.0% | 0.16% | -4.7% |
| Q3 2015 | $306,000 | -7.3% | 6,695 | 0.0% | 0.17% | +1.2% |
| Q2 2015 | $330,000 | -0.6% | 6,695 | 0.0% | 0.17% | -4.0% |
| Q1 2015 | $332,000 | +19.9% | 6,695 | +18.5% | 0.18% | +18.2% |
| Q4 2014 | $277,000 | – | 5,650 | – | 0.15% | – |
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% |