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 | $357,641 | -3.4% | 7,068 | 0.0% | 0.39% | +2.6% |
Q2 2023 | $370,152 | -4.8% | 7,068 | -12.1% | 0.38% | -9.9% |
Q1 2023 | $388,895 | +7.1% | 8,040 | 0.0% | 0.42% | +53.4% |
Q4 2022 | $363,006 | +6.8% | 8,040 | 0.0% | 0.28% | +0.7% |
Q3 2022 | $340,000 | -5.3% | 8,040 | 0.0% | 0.28% | -2.8% |
Q2 2022 | $359,000 | -17.1% | 8,040 | 0.0% | 0.28% | -4.7% |
Q1 2022 | $433,000 | -5.5% | 8,040 | +100.0% | 0.30% | +7.6% |
Q4 2021 | $458,000 | +9.6% | 4,020 | 0.0% | 0.28% | -2.1% |
Q3 2021 | $418,000 | 0.0% | 4,020 | 0.0% | 0.28% | -5.7% |
Q2 2021 | $418,000 | – | 4,020 | – | 0.30% | – |
Download |
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% |