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 | $8,652,469 | -4.8% | 170,997 | -1.5% | 1.34% | +12.2% |
| Q2 2023 | $9,087,824 | +15.4% | 173,531 | +6.6% | 1.19% | +13.6% |
| Q1 2023 | $7,876,936 | -4.9% | 162,848 | -11.2% | 1.05% | -6.6% |
| Q4 2022 | $8,279,823 | +2.8% | 183,385 | -3.6% | 1.12% | -3.4% |
| Q3 2022 | $8,058,000 | -6.6% | 190,277 | -1.5% | 1.16% | -0.8% |
| Q2 2022 | $8,629,000 | +3156.2% | 193,221 | +3491.5% | 1.17% | +2561.4% |
| Q2 2015 | $265,000 | -35.2% | 5,380 | -34.8% | 0.04% | -35.3% |
| Q1 2015 | $409,000 | -96.0% | 8,246 | -96.1% | 0.07% | -97.4% |
| Q4 2014 | $10,204,000 | +266.0% | 209,106 | +252.4% | 2.58% | +166.3% |
| Q3 2014 | $2,788,000 | – | 59,339 | – | 0.97% | – |
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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% |