SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $221,000 | -17.5% | 4,957 | -0.3% | 0.23% | +16.2% |
| Q1 2022 | $268,000 | -5.3% | 4,974 | +100.0% | 0.20% | -1.0% |
| Q4 2021 | $283,000 | +2.9% | 2,487 | -6.0% | 0.20% | -4.8% |
| Q3 2021 | $275,000 | -6.8% | 2,646 | -6.8% | 0.21% | -7.5% |
| Q2 2021 | $295,000 | +8.1% | 2,840 | 0.0% | 0.23% | -0.4% |
| Q1 2021 | $273,000 | +5.8% | 2,840 | 0.0% | 0.23% | -3.8% |
| Q4 2020 | $258,000 | +5.3% | 2,840 | -6.7% | 0.24% | -8.1% |
| Q3 2020 | $245,000 | +15.6% | 3,043 | +6.5% | 0.26% | +5.3% |
| Q2 2020 | $212,000 | -20.6% | 2,857 | -17.7% | 0.24% | -2.8% |
| Q4 2019 | $267,000 | – | 3,472 | – | 0.25% | – |
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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% |