SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,958 | -3.0% | 13,260 | +0.4% | 0.09% | +2.3% |
| Q2 2023 | $691,817 | +2.6% | 13,210 | -5.2% | 0.09% | -6.4% |
| Q1 2023 | $674,119 | +7.3% | 13,937 | +0.1% | 0.09% | -5.1% |
| Q4 2022 | $628,434 | +6.9% | 13,919 | +0.2% | 0.10% | -1.0% |
| Q3 2022 | $588,000 | -4.9% | 13,895 | +0.4% | 0.10% | -1.0% |
| Q2 2022 | $618,000 | -20.9% | 13,836 | -4.6% | 0.10% | 0.0% |
| Q1 2022 | $781,000 | -5.1% | 14,500 | +100.6% | 0.10% | +7.4% |
| Q4 2021 | $823,000 | – | 7,229 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |