SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $906 | -99.9% | 17,300 | -18.8% | 0.00% | 0.0% |
| Q3 2022 | $902,000 | -53.9% | 21,300 | +23.8% | 0.00% | -50.0% |
| Q4 2021 | $1,958,000 | -23.2% | 17,200 | -29.8% | 0.00% | -33.3% |
| Q3 2021 | $2,549,000 | +87.2% | 24,500 | +87.0% | 0.00% | +50.0% |
| Q2 2021 | $1,362,000 | +52.2% | 13,100 | +18.0% | 0.00% | +100.0% |
| Q3 2020 | $895,000 | -47.5% | 11,100 | -51.7% | 0.00% | 0.0% |
| Q2 2020 | $1,704,000 | +101.7% | 23,000 | +66.7% | 0.00% | 0.0% |
| Q1 2020 | $845,000 | +26.5% | 13,800 | +58.6% | 0.00% | 0.0% |
| Q4 2019 | $668,000 | +123.4% | 8,700 | +89.1% | 0.00% | – |
| Q2 2018 | $299,000 | – | 4,600 | – | 0.00% | – |
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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% |