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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,543 | +55.8% | 48,562 | +43.9% | 0.11% | +68.2% |
| Q1 2023 | $1,632 | -99.9% | 33,746 | -21.0% | 0.07% | -32.0% |
| Q3 2022 | $1,810,000 | -28.0% | 42,740 | +76.9% | 0.10% | -4.0% |
| Q3 2021 | $2,514,000 | +834.6% | 24,162 | +833.3% | 0.10% | +676.9% |
| Q2 2021 | $269,000 | +934.6% | 2,589 | +420.9% | 0.01% | +550.0% |
| Q4 2016 | $26,000 | -97.1% | 497 | -97.1% | 0.00% | -97.6% |
| Q3 2016 | $893,000 | +229.5% | 17,297 | +200.2% | 0.08% | +144.1% |
| Q3 2014 | $271,000 | +105.3% | 5,761 | +104.2% | 0.03% | +41.7% |
| Q2 2014 | $132,000 | – | 2,821 | – | 0.02% | – |
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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% |