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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,670,000 | -13.8% | 31,014 | +82.2% | 0.61% | +78.9% |
| Q4 2021 | $1,938,000 | +20.8% | 17,026 | +10.5% | 0.34% | -47.0% |
| Q3 2021 | $1,604,000 | -2.7% | 15,414 | -2.7% | 0.64% | +57.8% |
| Q2 2021 | $1,648,000 | +8.3% | 15,849 | 0.0% | 0.41% | +2.0% |
| Q1 2021 | $1,522,000 | +27.2% | 15,849 | +20.5% | 0.40% | -6.1% |
| Q4 2020 | $1,197,000 | +12.8% | 13,157 | 0.0% | 0.43% | +4.9% |
| Q3 2020 | $1,061,000 | +8.8% | 13,157 | 0.0% | 0.41% | -2.9% |
| Q2 2020 | $975,000 | +22.5% | 13,157 | +1.2% | 0.42% | -0.7% |
| Q1 2020 | $796,000 | -29.7% | 12,997 | -11.8% | 0.42% | -4.5% |
| Q4 2019 | $1,132,000 | – | 14,744 | – | 0.44% | – |
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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% |