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 | $11,214,308 | +17.2% | 221,627 | +21.3% | 0.00% | 0.0% |
| Q2 2023 | $9,568,104 | -45.2% | 182,702 | -49.4% | 0.00% | 0.0% |
| Q1 2023 | $17,452,610 | +129.3% | 360,814 | +114.0% | 0.00% | 0.0% |
| Q4 2022 | $7,612,379 | +12.2% | 168,602 | +5.2% | 0.00% | 0.0% |
| Q3 2022 | $6,784,000 | -1.6% | 160,193 | +3.8% | 0.00% | 0.0% |
| Q2 2022 | $6,895,000 | -24.9% | 154,383 | -9.4% | 0.00% | 0.0% |
| Q1 2022 | $9,180,000 | -6.0% | 170,472 | +98.6% | 0.00% | 0.0% |
| Q4 2021 | $9,768,000 | +24.7% | 85,819 | +14.0% | 0.00% | 0.0% |
| Q3 2021 | $7,833,000 | +6.7% | 75,298 | +6.7% | 0.00% | 0.0% |
| Q2 2021 | $7,338,000 | +29.1% | 70,581 | +19.2% | 0.00% | – |
| Q1 2021 | $5,685,000 | +23.0% | 59,201 | +16.5% | 0.00% | – |
| Q4 2020 | $4,621,000 | +8.1% | 50,809 | -4.2% | 0.00% | – |
| Q3 2020 | $4,274,000 | +18.2% | 53,010 | +8.6% | 0.00% | – |
| Q2 2020 | $3,616,000 | +17.2% | 48,797 | -3.1% | 0.00% | – |
| Q1 2020 | $3,086,000 | -21.7% | 50,376 | -1.9% | 0.00% | – |
| Q4 2019 | $3,942,000 | +8.9% | 51,326 | +0.5% | 0.00% | – |
| Q3 2019 | $3,621,000 | +5.9% | 51,046 | +4.8% | 0.00% | – |
| Q2 2019 | $3,418,000 | -2.2% | 48,693 | -5.8% | 0.00% | – |
| Q1 2019 | $3,496,000 | +26.1% | 51,711 | +11.3% | 0.00% | – |
| Q4 2018 | $2,773,000 | -25.9% | 46,451 | -13.6% | 0.00% | – |
| Q3 2018 | $3,741,000 | +13.2% | 53,775 | +5.7% | 0.00% | – |
| Q2 2018 | $3,304,000 | +3.1% | 50,896 | +0.2% | 0.00% | – |
| Q1 2018 | $3,205,000 | -12.8% | 50,816 | -11.5% | 0.00% | – |
| Q4 2017 | $3,675,000 | +8.0% | 57,393 | +1.0% | 0.00% | – |
| Q3 2017 | $3,402,000 | +11.0% | 56,851 | +7.2% | 0.00% | – |
| Q2 2017 | $3,065,000 | +1.0% | 53,050 | -1.5% | 0.00% | – |
| Q1 2017 | $3,036,000 | +1.3% | 53,834 | -3.9% | 0.00% | – |
| Q4 2016 | $2,997,000 | -9.8% | 56,042 | -13.6% | 0.00% | – |
| Q3 2016 | $3,324,000 | -8.9% | 64,888 | -12.7% | 0.00% | – |
| Q2 2016 | $3,650,000 | -34.6% | 74,340 | -34.8% | 0.00% | -100.0% |
| Q1 2016 | $5,580,000 | -32.2% | 114,105 | -32.1% | 0.00% | 0.0% |
| Q4 2015 | $8,235,000 | +4.5% | 167,951 | -4.3% | 0.00% | 0.0% |
| Q3 2015 | $7,881,000 | -11.9% | 175,487 | -3.5% | 0.00% | 0.0% |
| Q2 2015 | $8,943,000 | -4.6% | 181,771 | -3.1% | 0.00% | 0.0% |
| Q1 2015 | $9,373,000 | -1.4% | 187,647 | -2.1% | 0.00% | 0.0% |
| Q4 2014 | $9,504,000 | – | 191,691 | – | 0.00% | – |
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% |