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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,873,000 | -37.8% | 86,743 | -43.2% | 2.10% | -20.5% |
| Q3 2021 | $15,873,000 | +0.1% | 152,583 | 0.0% | 2.64% | -0.9% |
| Q2 2021 | $15,864,000 | -7.6% | 152,583 | -14.6% | 2.67% | -14.8% |
| Q1 2021 | $17,166,000 | +5.6% | 178,755 | 0.0% | 3.13% | +1.3% |
| Q4 2020 | $16,258,000 | +12.8% | 178,755 | 0.0% | 3.09% | -1.1% |
| Q3 2020 | $14,413,000 | -18.4% | 178,755 | -25.0% | 3.13% | -16.6% |
| Q2 2020 | $17,663,000 | +7.1% | 238,368 | 0.0% | 3.75% | 0.0% |
| Q1 2020 | $16,493,000 | -9.9% | 238,368 | 0.0% | 3.75% | +26.1% |
| Q4 2019 | $18,309,000 | +8.3% | 238,368 | 0.0% | 2.97% | +20.6% |
| Q3 2019 | $16,907,000 | +1.1% | 238,368 | 0.0% | 2.47% | +0.2% |
| Q2 2019 | $16,731,000 | +3.8% | 238,368 | 0.0% | 2.46% | +1.1% |
| Q1 2019 | $16,116,000 | +13.2% | 238,368 | 0.0% | 2.44% | -26.1% |
| Q4 2018 | $14,231,000 | -14.2% | 238,368 | 0.0% | 3.30% | +9.7% |
| Q3 2018 | $16,581,000 | +7.0% | 238,368 | 0.0% | 3.00% | -56.9% |
| Q2 2018 | $15,492,000 | +3.0% | 238,368 | 0.0% | 6.97% | +14.7% |
| Q1 2018 | $15,036,000 | -1.1% | 238,368 | 0.0% | 6.08% | -9.1% |
| Q4 2017 | $15,203,000 | +6.2% | 238,368 | 0.0% | 6.68% | -0.5% |
| Q3 2017 | $14,312,000 | +3.9% | 238,368 | -0.1% | 6.72% | +0.4% |
| Q2 2017 | $13,780,000 | +2.7% | 238,532 | 0.0% | 6.69% | -2.0% |
| Q1 2017 | $13,422,000 | +31.1% | 238,532 | +24.1% | 6.83% | +14.4% |
| Q4 2016 | $10,241,000 | – | 192,280 | – | 5.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |