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 | $545,872 | -4.3% | 10,788 | -1.0% | 0.03% | +3.8% |
| Q2 2023 | $570,471 | +18.5% | 10,893 | +9.4% | 0.03% | +13.0% |
| Q1 2023 | $481,526 | +32.3% | 9,955 | +23.5% | 0.02% | +21.1% |
| Q4 2022 | $363,913 | +6.7% | 8,060 | -0.0% | 0.02% | 0.0% |
| Q3 2022 | $341,000 | -13.2% | 8,061 | -8.5% | 0.02% | -5.0% |
| Q2 2022 | $393,000 | -13.2% | 8,807 | +4.8% | 0.02% | +5.3% |
| Q1 2022 | $453,000 | -9.9% | 8,407 | +90.4% | 0.02% | -5.0% |
| Q4 2021 | $503,000 | +18.1% | 4,416 | +7.9% | 0.02% | +11.1% |
| Q3 2021 | $426,000 | -3.0% | 4,094 | -3.1% | 0.02% | 0.0% |
| Q2 2021 | $439,000 | – | 4,223 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |