SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,906,890 | -1.7% | 274,840 | +1.8% | 3.12% | -0.7% |
| Q2 2023 | $14,140,743 | +11.2% | 270,016 | +2.7% | 3.14% | +5.5% |
| Q1 2023 | $12,713,195 | +7.6% | 262,832 | +0.4% | 2.97% | +1.1% |
| Q4 2022 | $11,814,065 | +10.1% | 261,663 | +3.3% | 2.94% | -11.7% |
| Q3 2022 | $10,730,000 | +5.8% | 253,376 | +11.5% | 3.33% | +7.1% |
| Q2 2022 | $10,145,000 | -26.8% | 227,165 | +86.5% | 3.11% | -18.2% |
| Q4 2021 | $13,867,000 | +6.7% | 121,831 | -2.5% | 3.80% | -1.1% |
| Q3 2021 | $12,993,000 | – | 124,901 | – | 3.84% | – |
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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% |