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 | $24,238 | -99.9% | 479,005 | +1.1% | 14.20% | +0.7% |
| Q2 2023 | $24,801,802 | +10.2% | 473,588 | +1.8% | 14.09% | +4.9% |
| Q1 2023 | $22,507,358 | +17.2% | 465,316 | +9.4% | 13.44% | +7.3% |
| Q4 2022 | $19,203,514 | +9.1% | 425,326 | +2.4% | 12.53% | +2.1% |
| Q3 2022 | $17,598,000 | -0.8% | 415,541 | +4.6% | 12.26% | +3.4% |
| Q2 2022 | $17,745,000 | +8.0% | 397,332 | +30.2% | 11.86% | +22.9% |
| Q1 2022 | $16,428,000 | -4.6% | 305,065 | +101.6% | 9.66% | -1.8% |
| Q4 2021 | $17,219,000 | +10.9% | 151,285 | +1.3% | 9.84% | +2.1% |
| Q3 2021 | $15,530,000 | – | 149,287 | – | 9.64% | – |
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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% |