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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,491,900 | -3.9% | 108,536 | -0.5% | 3.96% | -0.4% |
| Q2 2023 | $5,713,199 | +8.1% | 109,092 | -0.2% | 3.98% | +0.8% |
| Q1 2023 | $5,287,396 | +3.9% | 109,311 | -3.0% | 3.94% | -5.2% |
| Q4 2022 | $5,089,070 | -2.2% | 112,715 | -8.3% | 4.16% | -13.3% |
| Q3 2022 | $5,204,000 | -6.6% | 122,876 | -1.5% | 4.80% | -13.4% |
| Q2 2022 | $5,571,000 | -17.5% | 124,749 | -0.5% | 5.54% | +1.9% |
| Q1 2022 | $6,753,000 | -8.3% | 125,399 | +93.7% | 5.44% | -2.1% |
| Q4 2021 | $7,367,000 | +79.3% | 64,725 | +63.9% | 5.56% | +69.8% |
| Q3 2021 | $4,108,000 | +0.2% | 39,485 | +0.1% | 3.28% | +2.3% |
| Q2 2021 | $4,100,000 | +6.6% | 39,432 | -1.6% | 3.20% | +0.1% |
| Q1 2021 | $3,847,000 | +7.9% | 40,056 | +2.2% | 3.20% | -3.1% |
| Q4 2020 | $3,566,000 | +5.8% | 39,204 | -6.2% | 3.30% | -8.3% |
| Q3 2020 | $3,371,000 | -1.4% | 41,813 | -9.4% | 3.60% | -8.2% |
| Q2 2020 | $3,419,000 | +18.3% | 46,135 | -2.3% | 3.92% | -1.8% |
| Q1 2020 | $2,891,000 | -20.4% | 47,207 | -0.2% | 4.00% | +7.4% |
| Q4 2019 | $3,632,000 | – | 47,292 | – | 3.72% | – |
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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% |