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 | $29,180,029 | +2.9% | 576,681 | +6.5% | 0.01% | +12.5% |
| Q2 2023 | $28,355,418 | +8.9% | 541,444 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $26,044,461 | +7.7% | 538,442 | +0.5% | 0.01% | +14.3% |
| Q4 2022 | $24,184,574 | +55.8% | 535,649 | +46.1% | 0.01% | +40.0% |
| Q3 2022 | $15,527,000 | -4.6% | 366,650 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $16,271,000 | -9.8% | 364,331 | +8.8% | 0.01% | 0.0% |
| Q1 2022 | $18,033,000 | -5.1% | 334,857 | +100.5% | 0.01% | 0.0% |
| Q4 2021 | $19,008,000 | -8.9% | 166,995 | -16.8% | 0.01% | 0.0% |
| Q3 2021 | $20,874,000 | -3.8% | 200,657 | -3.8% | 0.01% | 0.0% |
| Q2 2021 | $21,692,000 | -15.2% | 208,634 | -21.7% | 0.01% | -16.7% |
| Q1 2021 | $25,577,000 | +3.2% | 266,341 | -2.3% | 0.01% | 0.0% |
| Q4 2020 | $24,793,000 | +14.3% | 272,608 | +1.3% | 0.01% | 0.0% |
| Q3 2020 | $21,687,000 | +8.3% | 268,984 | -0.5% | 0.01% | 0.0% |
| Q2 2020 | $20,029,000 | +55.7% | 270,288 | +28.7% | 0.01% | +50.0% |
| Q1 2020 | $12,865,000 | -17.8% | 210,042 | +3.0% | 0.00% | 0.0% |
| Q4 2019 | $15,657,000 | -7.8% | 203,848 | -14.9% | 0.00% | -20.0% |
| Q3 2019 | $16,981,000 | -16.3% | 239,407 | -17.2% | 0.01% | -16.7% |
| Q2 2019 | $20,300,000 | +65.0% | 289,206 | +59.0% | 0.01% | +50.0% |
| Q1 2019 | $12,300,000 | +7.7% | 181,918 | -4.9% | 0.00% | 0.0% |
| Q4 2018 | $11,416,000 | -14.1% | 191,241 | +0.1% | 0.00% | 0.0% |
| Q3 2018 | $13,286,000 | +12.9% | 190,998 | +5.5% | 0.00% | +33.3% |
| Q2 2018 | $11,766,000 | +0.4% | 181,031 | -2.6% | 0.00% | 0.0% |
| Q1 2018 | $11,718,000 | -5.0% | 185,769 | -3.9% | 0.00% | -25.0% |
| Q4 2017 | $12,335,000 | +4.2% | 193,400 | -1.9% | 0.00% | 0.0% |
| Q3 2017 | $11,842,000 | +5.0% | 197,236 | +1.1% | 0.00% | 0.0% |
| Q2 2017 | $11,274,000 | +14.6% | 195,161 | +11.6% | 0.00% | +33.3% |
| Q1 2017 | $9,841,000 | -3.7% | 174,889 | -8.9% | 0.00% | -25.0% |
| Q4 2016 | $10,221,000 | +3.5% | 191,912 | +0.3% | 0.00% | 0.0% |
| Q3 2016 | $9,875,000 | +1.0% | 191,289 | -2.7% | 0.00% | 0.0% |
| Q2 2016 | $9,782,000 | +6.2% | 196,539 | +4.2% | 0.00% | 0.0% |
| Q1 2016 | $9,215,000 | +10.3% | 188,681 | +9.7% | 0.00% | +33.3% |
| Q4 2015 | $8,357,000 | -1.9% | 172,047 | -7.6% | 0.00% | -25.0% |
| Q3 2015 | $8,523,000 | +236.7% | 186,256 | +262.9% | 0.00% | +300.0% |
| Q2 2015 | $2,531,000 | -48.3% | 51,330 | -48.0% | 0.00% | 0.0% |
| Q1 2015 | $4,896,000 | +484.2% | 98,766 | +477.7% | 0.00% | – |
| Q4 2014 | $838,000 | +116.0% | 17,097 | +107.5% | 0.00% | – |
| Q3 2014 | $388,000 | +54.0% | 8,239 | +53.2% | 0.00% | – |
| Q2 2014 | $252,000 | +98.4% | 5,379 | +89.3% | 0.00% | – |
| Q1 2014 | $127,000 | +3.3% | 2,841 | +1.8% | 0.00% | – |
| Q4 2013 | $123,000 | +10.8% | 2,791 | +1.1% | 0.00% | – |
| Q3 2013 | $111,000 | +56.3% | 2,760 | +48.8% | 0.00% | – |
| Q2 2013 | $71,000 | – | 1,855 | – | 0.00% | – |
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% |