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 | $8,749,147 | -7.1% | 172,908 | -3.8% | 1.70% | -2.1% |
| Q2 2023 | $9,416,913 | +5.6% | 179,815 | -2.5% | 1.73% | -0.2% |
| Q1 2023 | $8,920,687 | +2.6% | 184,426 | -4.2% | 1.74% | +9.7% |
| Q4 2022 | $8,691,452 | -1.3% | 192,502 | -7.4% | 1.58% | -13.8% |
| Q3 2022 | $8,808,000 | -6.8% | 207,976 | -1.7% | 1.84% | +3.1% |
| Q2 2022 | $9,446,000 | -19.5% | 211,519 | -3.0% | 1.78% | -5.1% |
| Q1 2022 | $11,738,000 | -11.7% | 217,979 | +86.7% | 1.88% | -8.5% |
| Q4 2021 | $13,287,000 | +5.0% | 116,735 | -4.1% | 2.05% | -1.8% |
| Q3 2021 | $12,660,000 | -5.1% | 121,700 | -5.1% | 2.09% | -4.2% |
| Q2 2021 | $13,335,000 | +2.9% | 128,260 | -4.9% | 2.18% | +1.0% |
| Q1 2021 | $12,956,000 | -2.0% | 134,914 | -7.2% | 2.16% | -8.0% |
| Q4 2020 | $13,227,000 | -26.4% | 145,435 | -34.8% | 2.34% | -30.5% |
| Q3 2020 | $17,983,000 | -51.4% | 223,036 | -55.4% | 3.38% | -55.0% |
| Q2 2020 | $37,034,000 | +25.5% | 499,778 | +3.7% | 7.50% | +9.5% |
| Q1 2020 | $29,507,000 | -13.7% | 481,752 | +8.2% | 6.85% | +14.9% |
| Q4 2019 | $34,199,000 | +16.5% | 445,248 | +7.6% | 5.96% | +11.1% |
| Q3 2019 | $29,345,000 | +1.1% | 413,711 | +0.1% | 5.37% | +1.3% |
| Q2 2019 | $29,021,000 | +1.9% | 413,462 | -1.8% | 5.30% | +1.8% |
| Q1 2019 | $28,475,000 | -3.3% | 421,168 | -14.6% | 5.21% | -15.3% |
| Q4 2018 | $29,446,000 | -15.8% | 493,234 | -1.9% | 6.15% | +2.9% |
| Q3 2018 | $34,986,000 | +7.3% | 502,964 | +0.3% | 5.98% | +3.1% |
| Q2 2018 | $32,598,000 | +2.8% | 501,587 | -0.2% | 5.80% | +0.6% |
| Q1 2018 | $31,695,000 | +2.6% | 502,456 | +3.7% | 5.76% | +4.4% |
| Q4 2017 | $30,901,000 | +4.0% | 484,490 | -2.1% | 5.52% | -0.2% |
| Q3 2017 | $29,715,000 | +3.3% | 494,920 | -0.6% | 5.53% | +0.6% |
| Q2 2017 | $28,759,000 | +5.5% | 497,819 | +2.8% | 5.49% | +4.0% |
| Q1 2017 | $27,252,000 | +7.0% | 484,315 | +1.3% | 5.28% | +0.5% |
| Q4 2016 | $25,476,000 | +1.3% | 478,329 | -1.8% | 5.26% | -2.4% |
| Q3 2016 | $25,147,000 | +4.2% | 487,159 | +0.4% | 5.39% | +2.5% |
| Q2 2016 | $24,142,000 | +0.6% | 485,075 | -1.3% | 5.25% | -0.9% |
| Q1 2016 | $23,996,000 | +46.7% | 491,317 | +45.9% | 5.30% | +39.4% |
| Q4 2015 | $16,359,000 | +16.8% | 336,809 | +10.1% | 3.80% | +10.6% |
| Q3 2015 | $14,000,000 | -11.0% | 305,947 | -4.0% | 3.44% | +3.7% |
| Q2 2015 | $15,722,000 | +6.2% | 318,849 | +6.8% | 3.32% | -1.3% |
| Q1 2015 | $14,803,000 | +14.9% | 298,621 | +13.7% | 3.36% | +21.4% |
| Q4 2014 | $12,880,000 | +39.2% | 262,596 | +33.4% | 2.76% | +21.5% |
| Q3 2014 | $9,253,000 | +11.1% | 196,911 | +10.7% | 2.28% | +10.5% |
| Q2 2014 | $8,327,000 | +347.9% | 177,811 | +327.7% | 2.06% | +278.3% |
| Q1 2014 | $1,859,000 | +853.3% | 41,578 | +837.7% | 0.54% | +822.0% |
| Q4 2013 | $195,000 | – | 4,434 | – | 0.06% | – |
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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% |