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 | $637,914 | -3.3% | 12,607 | +0.1% | 0.18% | +4.7% |
| Q2 2023 | $659,443 | +5.9% | 12,592 | -2.2% | 0.17% | -1.2% |
| Q1 2023 | $622,860 | +9.6% | 12,877 | +2.3% | 0.17% | +7.5% |
| Q4 2022 | $568,439 | +13.2% | 12,590 | +11.5% | 0.16% | +8.1% |
| Q3 2022 | $502,000 | +0.4% | 11,289 | +0.8% | 0.15% | 0.0% |
| Q2 2022 | $500,000 | -25.5% | 11,195 | -10.1% | 0.15% | -2.6% |
| Q1 2022 | $671,000 | -4.4% | 12,458 | +102.0% | 0.15% | +3.4% |
| Q4 2021 | $702,000 | +2.2% | 6,168 | -6.6% | 0.15% | -6.3% |
| Q3 2021 | $687,000 | +17.6% | 6,602 | +17.5% | 0.16% | +18.8% |
| Q2 2021 | $584,000 | +16.8% | 5,620 | +8.0% | 0.13% | +8.1% |
| Q1 2021 | $500,000 | +9.2% | 5,204 | +3.3% | 0.12% | +5.1% |
| Q4 2020 | $458,000 | +21.8% | 5,038 | +8.0% | 0.12% | +2.6% |
| Q3 2020 | $376,000 | +35.7% | 4,664 | +24.8% | 0.11% | +23.9% |
| Q2 2020 | $277,000 | +33.2% | 3,738 | +9.9% | 0.09% | +3.4% |
| Q1 2020 | $208,000 | -15.4% | 3,401 | +6.0% | 0.09% | +11.2% |
| Q4 2019 | $246,000 | +17.7% | 3,208 | +8.9% | 0.08% | +11.1% |
| Q3 2019 | $209,000 | – | 2,945 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |