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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $8,111 | +7.8% | 150 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $7,527 | -4.2% | 150 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $7,857 | +9.1% | 150 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7,204 | +6.6% | 150 | 0.0% | 0.00% | -20.0% |
Q4 2022 | $6,755 | -3.5% | 150 | -1.3% | 0.01% | 0.0% |
Q3 2022 | $7,000 | -65.0% | 152 | -64.8% | 0.01% | -64.3% |
Q2 2022 | $20,000 | -13.0% | 432 | +100.0% | 0.01% | -6.7% |
Q1 2022 | $23,000 | -4.2% | 216 | 0.0% | 0.02% | -6.2% |
Q4 2021 | $24,000 | – | 216 | – | 0.02% | – |
Download |
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% |