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 | $5,710,608 | -13.8% | 112,858 | -10.8% | 4.00% | -12.9% |
| Q2 2023 | $6,622,516 | +1.7% | 126,456 | -6.0% | 4.59% | -17.3% |
| Q1 2023 | $6,508,702 | -39.1% | 134,561 | -43.2% | 5.55% | -39.1% |
| Q4 2022 | $10,686,803 | +113.1% | 236,696 | +99.9% | 9.11% | +63.0% |
| Q3 2022 | $5,014,000 | +15.5% | 118,406 | +21.8% | 5.59% | +19.6% |
| Q2 2022 | $4,341,000 | -51.4% | 97,190 | -41.4% | 4.67% | -26.9% |
| Q1 2022 | $8,925,000 | -32.4% | 165,737 | +42.9% | 6.39% | -25.2% |
| Q4 2021 | $13,197,000 | – | 115,944 | – | 8.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |