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 | $9,764,786 | -46.4% | 192,980 | -44.5% | 2.74% | +8.2% |
| Q2 2023 | $18,207,514 | +180.1% | 347,670 | +141.4% | 2.54% | +29.0% |
| Q1 2023 | $6,501,335 | 0.0% | 143,994 | 0.0% | 1.96% | 0.0% |
| Q4 2022 | $6,501,335 | +9.3% | 143,994 | +2.5% | 1.96% | +0.3% |
| Q3 2022 | $5,949,000 | +0.7% | 140,469 | +6.2% | 1.96% | +7.0% |
| Q2 2022 | $5,906,000 | -57.7% | 132,233 | -49.0% | 1.83% | -3.3% |
| Q1 2022 | $13,964,000 | +102.5% | 259,332 | +328.0% | 1.89% | +2.7% |
| Q4 2021 | $6,897,000 | +13.0% | 60,596 | +3.3% | 1.84% | +9.0% |
| Q3 2021 | $6,102,000 | – | 58,656 | – | 1.69% | – |
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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% |