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 | $6,950,000 | +96845.2% | 137,348 | +0.3% | 0.41% | +4.3% |
Q2 2023 | $7,169 | +7.2% | 136,887 | -1.0% | 0.40% | -4.1% |
Q1 2023 | $6,688 | +7.5% | 138,263 | +0.3% | 0.41% | +0.7% |
Q4 2022 | $6,222 | -99.9% | 137,808 | +0.4% | 0.41% | -2.8% |
Q3 2022 | $5,814,000 | -4.8% | 137,282 | +0.4% | 0.42% | -3.0% |
Q2 2022 | $6,108,000 | -23.1% | 136,773 | -7.3% | 0.44% | -14.0% |
Q1 2022 | $7,946,000 | -8.0% | 147,563 | +94.5% | 0.51% | -7.2% |
Q4 2021 | $8,634,000 | -0.5% | 75,857 | -9.1% | 0.54% | -41.3% |
Q3 2021 | $8,679,000 | -6.5% | 83,428 | -3.0% | 0.93% | +35.4% |
Q2 2021 | $9,284,000 | +12.7% | 86,022 | +0.3% | 0.69% | +2.4% |
Q1 2021 | $8,239,000 | +5.9% | 85,792 | +0.3% | 0.67% | +4.0% |
Q4 2020 | $7,783,000 | +13.2% | 85,569 | +0.4% | 0.64% | -0.8% |
Q3 2020 | $6,875,000 | +18.0% | 85,265 | +8.4% | 0.65% | +9.8% |
Q2 2020 | $5,827,000 | +55.8% | 78,636 | +28.8% | 0.59% | +27.1% |
Q1 2020 | $3,739,000 | – | 61,051 | – | 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% |