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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83 | -2.4% | 1,636 | +0.2% | 0.03% | -6.2% |
| Q2 2023 | $85 | +7.6% | 1,632 | +0.2% | 0.03% | +10.3% |
| Q1 2023 | $79 | +8.2% | 1,629 | +0.2% | 0.03% | 0.0% |
| Q4 2022 | $73 | -99.9% | 1,625 | +0.2% | 0.03% | -9.4% |
| Q3 2022 | $69,000 | +64.3% | 1,621 | +72.8% | 0.03% | +77.8% |
| Q2 2022 | $42,000 | +366.7% | 938 | +479.0% | 0.02% | +500.0% |
| Q1 2022 | $9,000 | 0.0% | 162 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 81 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +300.0% | 80 | +370.6% | 0.00% | +200.0% |
| Q1 2021 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | +100.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | – | 17 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |