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 | $175,560 | -54.1% | 3,424 | -52.7% | 0.25% | -39.4% |
| Q2 2023 | $382,514 | -42.9% | 7,246 | -47.7% | 0.41% | -49.6% |
| Q1 2023 | $669,519 | -94.6% | 13,856 | -94.8% | 0.82% | -95.3% |
| Q4 2022 | $12,456,777 | +13.1% | 266,512 | +3.2% | 17.20% | +64.5% |
| Q3 2022 | $11,016,000 | -11.6% | 258,158 | -4.5% | 10.46% | +21.0% |
| Q2 2022 | $12,459,000 | +12.3% | 270,313 | +31.2% | 8.64% | +89.1% |
| Q1 2022 | $11,097,000 | +12.6% | 206,078 | +138.0% | 4.57% | +33.2% |
| Q4 2021 | $9,854,000 | +21.1% | 86,573 | +10.7% | 3.43% | +23.8% |
| Q3 2021 | $8,135,000 | +13.8% | 78,198 | +13.7% | 2.77% | +14.5% |
| Q2 2021 | $7,150,000 | +20.7% | 68,775 | +11.5% | 2.42% | +12.4% |
| Q1 2021 | $5,923,000 | +16.1% | 61,674 | +9.9% | 2.15% | +7.2% |
| Q4 2020 | $5,102,000 | +49.1% | 56,093 | +32.2% | 2.01% | +36.6% |
| Q3 2020 | $3,421,000 | +350.7% | 42,428 | +314.1% | 1.47% | +334.9% |
| Q2 2020 | $759,000 | +83.8% | 10,245 | +51.9% | 0.34% | +53.6% |
| Q1 2020 | $413,000 | +262.3% | 6,745 | +278.7% | 0.22% | +205.6% |
| Q4 2017 | $114,000 | +6.5% | 1,781 | 0.0% | 0.07% | +4.3% |
| Q3 2017 | $107,000 | +3.9% | 1,781 | 0.0% | 0.07% | -1.4% |
| Q2 2017 | $103,000 | +66.1% | 1,781 | +61.2% | 0.07% | +42.9% |
| Q1 2017 | $62,000 | – | 1,105 | – | 0.05% | – |
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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% |