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 | $208,776 | -6.5% | 4,126 | -3.3% | 0.00% | 0.0% |
| Q2 2023 | $223,358 | +2.4% | 4,265 | -5.4% | 0.00% | 0.0% |
| Q1 2023 | $218,073 | +13.5% | 4,509 | +6.0% | 0.00% | 0.0% |
| Q4 2022 | $192,133 | -3.9% | 4,255 | -10.0% | 0.00% | 0.0% |
| Q3 2022 | $200,000 | -16.3% | 4,726 | -11.7% | 0.00% | -33.3% |
| Q2 2022 | $239,000 | -15.8% | 5,354 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $284,000 | +116.8% | 5,278 | +359.4% | 0.00% | +200.0% |
| Q4 2021 | $131,000 | +9.2% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $120,000 | +0.8% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $119,000 | +8.2% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $110,000 | +4.8% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $105,000 | +320.0% | 1,149 | +257.9% | 0.00% | – |
| Q4 2019 | $25,000 | -26.5% | 321 | -42.5% | 0.00% | -100.0% |
| Q3 2017 | $34,000 | +6.2% | 558 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $32,000 | +3.2% | 558 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | -44.6% | 558 | -46.9% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | +3.7% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $54,000 | +3.8% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $52,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $52,000 | +2.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $51,000 | +6.2% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $48,000 | -7.7% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $52,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $52,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $52,000 | +940.0% | 1,050 | +813.0% | 0.00% | – |
| Q3 2013 | $5,000 | -68.8% | 115 | -80.7% | 0.00% | -100.0% |
| Q1 2010 | $16,000 | – | 595 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |