SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 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% | – |
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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% |