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 | $619,293 | -3.4% | 12,239 | 0.0% | 0.20% | -0.5% |
| Q2 2023 | $640,956 | +8.3% | 12,239 | 0.0% | 0.20% | +3.1% |
| Q1 2023 | $592,000 | +4.9% | 12,239 | -2.1% | 0.19% | -5.4% |
| Q4 2022 | $564,284 | +6.7% | 12,498 | -0.0% | 0.20% | +2.5% |
| Q3 2022 | $529,000 | -8.5% | 12,502 | -3.4% | 0.20% | -6.6% |
| Q2 2022 | $578,000 | -17.2% | 12,943 | +92.8% | 0.21% | -10.5% |
| Q3 2021 | $698,000 | +0.1% | 6,713 | 0.0% | 0.24% | +1.7% |
| Q2 2021 | $697,000 | +13.5% | 6,713 | +5.0% | 0.23% | +7.9% |
| Q1 2021 | $614,000 | +5.7% | 6,395 | 0.0% | 0.22% | -2.7% |
| Q4 2020 | $581,000 | +11.7% | 6,395 | -0.9% | 0.22% | -3.5% |
| Q3 2020 | $520,000 | +7.9% | 6,454 | -0.8% | 0.23% | -2.5% |
| Q2 2020 | $482,000 | – | 6,508 | – | 0.24% | – |
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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% |