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 | $2,189,260 | -3.4% | 43,266 | -0.0% | 3.80% | -0.1% |
| Q2 2023 | $2,266,050 | +14.8% | 43,270 | +6.1% | 3.80% | +10.0% |
| Q1 2023 | $1,973,109 | +106670.0% | 40,792 | -0.4% | 3.45% | -3.5% |
| Q4 2022 | $1,848 | -99.9% | 40,939 | +0.5% | 3.58% | -1.5% |
| Q3 2022 | $1,725,000 | -5.2% | 40,725 | +0.0% | 3.64% | -9.6% |
| Q2 2022 | $1,819,000 | -18.0% | 40,724 | -1.1% | 4.02% | -7.5% |
| Q1 2022 | $2,218,000 | -5.1% | 41,197 | +100.5% | 4.34% | +21.3% |
| Q4 2021 | $2,338,000 | +9.1% | 20,545 | -0.3% | 3.58% | +3.2% |
| Q3 2021 | $2,143,000 | +1.2% | 20,600 | +1.2% | 3.47% | -1.8% |
| Q2 2021 | $2,117,000 | +99.2% | 20,359 | -0.4% | 3.54% | +84.0% |
| Q1 2021 | $1,063,000 | -43.0% | 20,440 | -0.3% | 1.92% | -43.0% |
| Q4 2020 | $1,865,000 | +17.1% | 20,501 | +3.8% | 3.37% | +4.5% |
| Q3 2020 | $1,592,000 | +11.3% | 19,745 | +2.3% | 3.23% | +5.3% |
| Q2 2020 | $1,430,000 | +31.4% | 19,293 | +8.6% | 3.06% | +15.8% |
| Q1 2020 | $1,088,000 | -20.2% | 17,759 | +0.1% | 2.65% | -6.0% |
| Q4 2019 | $1,363,000 | +16.2% | 17,746 | +7.3% | 2.82% | +12.0% |
| Q3 2019 | $1,173,000 | +1.0% | 16,540 | 0.0% | 2.51% | +32.2% |
| Q2 2019 | $1,161,000 | +16.4% | 16,540 | +12.2% | 1.90% | +22.1% |
| Q1 2019 | $997,000 | +24.2% | 14,741 | +9.6% | 1.56% | +20.0% |
| Q4 2018 | $803,000 | -13.6% | 13,450 | +0.7% | 1.30% | -3.5% |
| Q3 2018 | $929,000 | +38.9% | 13,357 | +26.0% | 1.34% | +206.8% |
| Q2 2018 | $669,000 | 0.0% | 10,601 | 0.0% | 0.44% | 0.0% |
| Q1 2018 | $669,000 | -1.5% | 10,601 | -0.4% | 0.44% | -2.7% |
| Q4 2017 | $679,000 | +6.3% | 10,642 | 0.0% | 0.45% | +3.7% |
| Q3 2017 | $639,000 | +4.9% | 10,642 | +1.0% | 0.43% | -6.5% |
| Q2 2017 | $609,000 | – | 10,539 | – | 0.46% | – |
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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% |