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 | $195,114 | -7.9% | 3,856 | -4.6% | 0.05% | -8.9% |
Q2 2023 | $211,784 | +17.5% | 4,044 | +8.6% | 0.06% | +12.0% |
Q1 2023 | $180,178 | +5.6% | 3,725 | -1.4% | 0.05% | 0.0% |
Q4 2022 | $170,577 | +64.0% | 3,778 | +54.3% | 0.05% | +61.3% |
Q3 2022 | $104,000 | 0.0% | 2,449 | +5.4% | 0.03% | 0.0% |
Q2 2022 | $104,000 | +38.7% | 2,323 | +65.9% | 0.03% | +55.0% |
Q1 2022 | $75,000 | -6.2% | 1,400 | +100.0% | 0.02% | -4.8% |
Q4 2021 | $80,000 | +1042.9% | 700 | +993.8% | 0.02% | +950.0% |
Q3 2021 | $7,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | – | 64 | – | 0.00% | – |
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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% |