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 | $14,985 | -29.9% | 296,141 | -33.0% | 9.01% | -47.6% |
| Q1 2023 | $21,366 | -17.0% | 441,712 | -22.5% | 17.21% | -4.3% |
| Q4 2022 | $25,730 | -99.9% | 569,880 | +13.2% | 17.98% | -4.3% |
| Q3 2022 | $21,316,000 | -15.6% | 503,324 | -11.0% | 18.79% | +6.3% |
| Q2 2022 | $25,261,000 | -4.3% | 565,624 | +15.4% | 17.68% | -2.3% |
| Q1 2022 | $26,387,000 | -2.8% | 490,002 | +105.4% | 18.09% | -0.1% |
| Q4 2021 | $27,160,000 | +5.2% | 238,616 | -3.9% | 18.10% | -23.1% |
| Q2 2021 | $25,824,000 | +6.6% | 248,377 | -1.5% | 23.55% | +26.2% |
| Q1 2021 | $24,222,000 | +2.2% | 252,236 | -3.2% | 18.65% | +0.3% |
| Q4 2020 | $23,693,000 | – | 260,500 | – | 18.59% | – |
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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% |