SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,509,997 | +6.6% | 33,444 | 0.0% | 1.24% | +4.2% |
| Q3 2022 | $1,416,000 | -6.0% | 33,444 | -1.4% | 1.19% | -1.3% |
| Q2 2022 | $1,506,000 | -20.8% | 33,922 | -4.0% | 1.21% | +6.6% |
| Q1 2022 | $1,902,000 | -10.4% | 35,322 | +89.5% | 1.14% | 0.0% |
| Q4 2021 | $2,122,000 | +21.0% | 18,643 | +10.6% | 1.14% | +8.6% |
| Q3 2021 | $1,754,000 | +5.3% | 16,857 | +5.2% | 1.04% | +5.3% |
| Q2 2021 | $1,666,000 | -17.3% | 16,022 | -23.3% | 0.99% | -23.6% |
| Q1 2021 | $2,014,000 | +6.4% | 20,877 | +0.3% | 1.30% | -3.4% |
| Q4 2020 | $1,892,000 | +13.6% | 20,805 | +0.7% | 1.34% | -19.5% |
| Q3 2020 | $1,666,000 | +33.1% | 20,667 | +1.4% | 1.67% | +13.4% |
| Q1 2020 | $1,252,000 | -22.9% | 20,378 | -3.6% | 1.47% | -3.1% |
| Q4 2019 | $1,623,000 | – | 21,131 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |