SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326 | +31.5% | 6,446 | +36.4% | 0.00% | 0.0% |
| Q2 2023 | $248 | +15.3% | 4,727 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $215 | +7.0% | 4,446 | 0.0% | 0.00% | – |
| Q4 2022 | $201 | -99.9% | 4,446 | 0.0% | 0.00% | – |
| Q3 2022 | $188,000 | -5.5% | 4,446 | 0.0% | 0.00% | – |
| Q2 2022 | $199,000 | -26.8% | 4,446 | -11.8% | 0.00% | -100.0% |
| Q1 2022 | $272,000 | -33.2% | 5,042 | +40.9% | 0.00% | 0.0% |
| Q4 2021 | $407,000 | +188.7% | 3,579 | +163.9% | 0.00% | – |
| Q3 2021 | $141,000 | 0.0% | 1,356 | 0.0% | 0.00% | – |
| Q2 2021 | $141,000 | +8.5% | 1,356 | 0.0% | 0.00% | – |
| Q1 2021 | $130,000 | +5.7% | 1,356 | 0.0% | 0.00% | – |
| Q4 2020 | $123,000 | -18.0% | 1,356 | -26.9% | 0.00% | – |
| Q3 2020 | $150,000 | +50.0% | 1,856 | +36.9% | 0.00% | – |
| Q2 2020 | $100,000 | +20.5% | 1,356 | +0.2% | 0.00% | – |
| Q1 2020 | $83,000 | +730.0% | 1,353 | +560.0% | 0.00% | – |
| Q1 2016 | $10,000 | – | 205 | – | 0.00% | – |
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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% |