SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,128,027 | -7.9% | 575,425 | -4.7% | 0.01% | 0.0% |
| Q2 2023 | $31,642,520 | -0.3% | 604,077 | -7.8% | 0.01% | 0.0% |
| Q1 2023 | $31,726,589 | -32.3% | 655,169 | -36.9% | 0.01% | -37.5% |
| Q4 2022 | $46,856,000 | -21.4% | 1,038,147 | -26.2% | 0.02% | -27.3% |
| Q3 2022 | $59,588,000 | +8.8% | 1,407,048 | +14.7% | 0.02% | +15.8% |
| Q2 2022 | $54,772,000 | -13.5% | 1,227,020 | +4.5% | 0.02% | 0.0% |
| Q1 2022 | $63,349,000 | -3.7% | 1,174,699 | +103.2% | 0.02% | +5.6% |
| Q4 2021 | $65,795,000 | +11.7% | 578,067 | +2.0% | 0.02% | -5.3% |
| Q3 2021 | $58,894,000 | -4.0% | 566,480 | -3.8% | 0.02% | 0.0% |
| Q2 2021 | $61,363,000 | +5.7% | 588,711 | -2.6% | 0.02% | 0.0% |
| Q1 2021 | $58,065,000 | +10.0% | 604,694 | +3.7% | 0.02% | 0.0% |
| Q4 2020 | $52,808,000 | +13.0% | 582,854 | +0.7% | 0.02% | 0.0% |
| Q3 2020 | $46,728,000 | +10.0% | 578,829 | +1.1% | 0.02% | +5.6% |
| Q2 2020 | $42,466,000 | +92.6% | 572,767 | +59.1% | 0.02% | +50.0% |
| Q1 2020 | $22,053,000 | -10.3% | 360,054 | +12.6% | 0.01% | +20.0% |
| Q4 2019 | $24,574,000 | +12.0% | 319,622 | +3.4% | 0.01% | 0.0% |
| Q3 2019 | $21,936,000 | +4.2% | 309,159 | +3.1% | 0.01% | +11.1% |
| Q2 2019 | $21,052,000 | +17.8% | 299,924 | +13.3% | 0.01% | +12.5% |
| Q1 2019 | $17,875,000 | +30.9% | 264,661 | +15.6% | 0.01% | +14.3% |
| Q4 2018 | $13,654,000 | -24.0% | 228,883 | -11.4% | 0.01% | +16.7% |
| Q3 2018 | $17,962,000 | +11.1% | 258,368 | +3.6% | 0.01% | -14.3% |
| Q2 2018 | $16,172,000 | +10.7% | 249,291 | +7.6% | 0.01% | 0.0% |
| Q1 2018 | $14,612,000 | +6.0% | 231,653 | +6.7% | 0.01% | +16.7% |
| Q4 2017 | $13,790,000 | +11.9% | 217,128 | +5.7% | 0.01% | 0.0% |
| Q3 2017 | $12,328,000 | +9.3% | 205,329 | +4.6% | 0.01% | 0.0% |
| Q2 2017 | $11,274,000 | +16.2% | 196,264 | +13.5% | 0.01% | +20.0% |
| Q1 2017 | $9,706,000 | +16.0% | 172,857 | +10.2% | 0.01% | 0.0% |
| Q4 2016 | $8,364,000 | +7.5% | 156,873 | +4.1% | 0.01% | +25.0% |
| Q3 2016 | $7,779,000 | +9.2% | 150,705 | +5.4% | 0.00% | 0.0% |
| Q2 2016 | $7,125,000 | +33.9% | 142,951 | +31.2% | 0.00% | +33.3% |
| Q1 2016 | $5,323,000 | +301.1% | 108,995 | +298.8% | 0.00% | +200.0% |
| Q4 2015 | $1,327,000 | +119.0% | 27,329 | +106.2% | 0.00% | – |
| Q3 2015 | $606,000 | +157.9% | 13,253 | +177.5% | 0.00% | – |
| Q2 2015 | $235,000 | 0.0% | 4,775 | +0.5% | 0.00% | – |
| Q1 2015 | $235,000 | -27.0% | 4,750 | -27.7% | 0.00% | – |
| Q4 2014 | $322,000 | +5.2% | 6,570 | +0.8% | 0.00% | – |
| Q3 2014 | $306,000 | +6.2% | 6,519 | +6.1% | 0.00% | – |
| Q2 2014 | $288,000 | +166.7% | 6,147 | +155.0% | 0.00% | – |
| Q1 2014 | $108,000 | +71.4% | 2,411 | +69.1% | 0.00% | – |
| Q4 2013 | $63,000 | +16.7% | 1,426 | +6.8% | 0.00% | – |
| Q3 2013 | $54,000 | +107.7% | 1,335 | +32.3% | 0.00% | – |
| Q2 2013 | $26,000 | – | 1,009 | – | 0.00% | – |
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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% |