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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,887,963 | +22.5% | 96,589 | +26.7% | 1.30% | +22.7% |
| Q2 2023 | $3,989,279 | +18.5% | 76,225 | +9.4% | 1.06% | +12.0% |
| Q1 2023 | $3,366,137 | +10.9% | 69,655 | +3.7% | 0.94% | +4.0% |
| Q4 2022 | $3,034,085 | +42.4% | 67,191 | +33.6% | 0.91% | +32.2% |
| Q3 2022 | $2,130,000 | +19.5% | 50,291 | +26.1% | 0.69% | +22.9% |
| Q2 2022 | $1,782,000 | -99.9% | 39,888 | +5.2% | 0.56% | -4.0% |
| Q1 2022 | $2,042,000,000 | -25.9% | 37,906 | +56.6% | 0.58% | -67.6% |
| Q4 2021 | $2,755,000,000 | +105536.5% | 24,207 | -3.4% | 1.79% | +39.6% |
| Q3 2021 | $2,608,000 | +14.7% | 25,054 | +14.7% | 1.28% | +54.1% |
| Q2 2021 | $2,273,000 | +83.9% | 21,838 | +69.7% | 0.83% | +73.5% |
| Q1 2021 | $1,236,000 | +0.5% | 12,866 | -4.9% | 0.48% | -9.4% |
| Q4 2020 | $1,230,000 | +15.4% | 13,523 | +2.3% | 0.53% | -7.2% |
| Q3 2020 | $1,066,000 | – | 13,223 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |