SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,960 | -7.2% | 11,778 | -3.9% | 0.23% | -5.8% |
| Q2 2023 | $642,024 | +7.6% | 12,259 | -0.6% | 0.24% | -1.6% |
| Q1 2023 | $596,664 | +1.8% | 12,335 | -5.0% | 0.24% | -4.7% |
| Q4 2022 | $585,996 | +6.7% | 12,979 | +0.2% | 0.26% | -1.2% |
| Q3 2022 | $549,000 | -6.3% | 12,957 | -1.2% | 0.26% | -1.1% |
| Q2 2022 | $586,000 | -52.8% | 13,121 | -43.1% | 0.26% | -46.9% |
| Q1 2022 | $1,242,000 | -12.2% | 23,071 | +85.6% | 0.49% | -14.1% |
| Q4 2021 | $1,415,000 | – | 12,433 | – | 0.57% | – |
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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% |