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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,664 | +22.1% | 7,523 | +26.4% | 0.03% | +26.9% |
| Q2 2023 | $311,758 | +25.5% | 5,953 | +16.0% | 0.03% | +18.2% |
| Q1 2023 | $248,331 | +117037.3% | 5,134 | +9.5% | 0.02% | +15.8% |
| Q4 2022 | $212 | -99.9% | 4,690 | -29.9% | 0.02% | -29.6% |
| Q3 2022 | $283,000 | -11.8% | 6,690 | -7.0% | 0.03% | -3.6% |
| Q2 2022 | $321,000 | -17.1% | 7,190 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $387,000 | -5.4% | 7,190 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $409,000 | +85.1% | 3,595 | -2.1% | 0.03% | +21.7% |
| Q3 2017 | $221,000 | -0.9% | 3,673 | -7.5% | 0.02% | -11.5% |
| Q1 2017 | $223,000 | +5.7% | 3,970 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $211,000 | +2.9% | 3,970 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $205,000 | – | 3,970 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |