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 | $15,411,750 | -3.7% | 304,580 | -0.4% | 8.88% | -13.5% |
| Q2 2023 | $16,010,611 | +7.4% | 305,721 | -0.8% | 10.26% | -10.9% |
| Q1 2023 | $14,901,784 | +6.7% | 308,079 | -0.4% | 11.51% | -14.7% |
| Q4 2022 | $13,962,098 | +6.4% | 309,238 | -0.2% | 13.49% | -4.5% |
| Q3 2022 | $13,126,000 | -5.6% | 309,937 | -0.4% | 14.12% | +3.0% |
| Q2 2022 | $13,903,000 | -16.8% | 311,314 | +0.4% | 13.71% | +1.9% |
| Q1 2022 | $16,702,000 | -4.5% | 310,157 | +101.9% | 13.46% | +17.5% |
| Q4 2021 | $17,483,000 | +13.9% | 153,599 | +4.1% | 11.45% | +14.2% |
| Q3 2021 | $15,347,000 | -0.2% | 147,523 | -0.2% | 10.03% | +3.8% |
| Q2 2021 | $15,372,000 | +11.7% | 147,850 | +3.2% | 9.66% | +3.7% |
| Q1 2021 | $13,763,000 | +9.1% | 143,321 | +3.3% | 9.32% | +5.8% |
| Q4 2020 | $12,615,000 | +18.1% | 138,708 | +4.7% | 8.80% | +6.0% |
| Q3 2020 | $10,683,000 | +13.1% | 132,495 | +3.9% | 8.30% | +0.6% |
| Q2 2020 | $9,447,000 | +21.2% | 127,486 | +0.2% | 8.26% | +0.9% |
| Q1 2020 | $7,795,000 | -22.8% | 127,264 | -3.2% | 8.18% | +18.4% |
| Q4 2019 | $10,094,000 | – | 131,408 | – | 6.91% | – |
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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% |