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 | $511,166 | -3.3% | 10,102 | +0.1% | 0.26% | -5.5% |
| Q2 2023 | $528,520 | +8.4% | 10,092 | +0.1% | 0.28% | +3.8% |
| Q1 2023 | $487,678 | +7.2% | 10,082 | +0.1% | 0.26% | +1.5% |
| Q4 2022 | $454,758 | +6.8% | 10,072 | +0.1% | 0.26% | +4.8% |
| Q3 2022 | $426,000 | -5.1% | 10,060 | +0.1% | 0.25% | -0.8% |
| Q2 2022 | $449,000 | -17.2% | 10,049 | +0.1% | 0.25% | -3.5% |
| Q1 2022 | $542,000 | -5.1% | 10,039 | +100.1% | 0.26% | -3.0% |
| Q4 2021 | $571,000 | +9.6% | 5,016 | +0.1% | 0.27% | -0.4% |
| Q3 2021 | $521,000 | 0.0% | 5,012 | +0.1% | 0.27% | -2.2% |
| Q2 2021 | $521,000 | +4.4% | 5,007 | -4.2% | 0.28% | -4.8% |
| Q1 2021 | $499,000 | +16.3% | 5,226 | +10.9% | 0.29% | +7.0% |
| Q4 2020 | $429,000 | – | 4,712 | – | 0.27% | – |
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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% |