SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $21,389,000 | -5.3% | 397,189 | +100.1% | 12.12% | -21.0% |
| Q4 2021 | $22,595,000 | +6.1% | 198,511 | -3.0% | 15.35% | -0.5% |
| Q3 2021 | $21,298,000 | -11.7% | 204,727 | -11.7% | 15.42% | -9.3% |
| Q2 2021 | $24,108,000 | +1.7% | 231,876 | -6.0% | 17.01% | -5.8% |
| Q1 2021 | $23,694,000 | -0.4% | 246,738 | -5.6% | 18.06% | -8.4% |
| Q4 2020 | $23,779,000 | +12.6% | 261,456 | -0.2% | 19.72% | -3.0% |
| Q3 2020 | $21,120,000 | +8.6% | 261,939 | -0.2% | 20.33% | +2.9% |
| Q2 2020 | $19,441,000 | +6.3% | 262,359 | +0.2% | 19.77% | -7.7% |
| Q1 2020 | $18,293,000 | -13.6% | 261,819 | -5.0% | 21.41% | -1.1% |
| Q4 2019 | $21,165,000 | – | 275,547 | – | 21.65% | – |
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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% |