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 | $1,345,996 | +31.6% | 26,601 | +36.2% | 0.14% | +27.4% |
| Q2 2023 | $1,022,492 | +55.1% | 19,524 | +43.2% | 0.11% | +48.7% |
| Q1 2023 | $659,448 | +12.9% | 13,633 | +5.4% | 0.08% | +5.6% |
| Q4 2022 | $583,984 | -22.3% | 12,934 | -27.2% | 0.07% | -41.0% |
| Q3 2022 | $752,000 | -10.3% | 17,768 | -5.3% | 0.12% | -5.4% |
| Q2 2022 | $838,000 | -21.3% | 18,765 | -5.2% | 0.13% | -11.6% |
| Q1 2022 | $1,065,000 | +83.3% | 19,785 | +287.4% | 0.15% | +73.8% |
| Q4 2021 | $581,000 | – | 5,107 | – | 0.08% | – |
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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% |