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 | $52,030,460 | +51.3% | 1,028,270 | +45.4% | 4.03% | +68.9% |
| Q2 2023 | $34,386,598 | -21.5% | 707,250 | -21.5% | 2.38% | -21.5% |
| Q1 2023 | $43,803,149 | -20.6% | 900,926 | -26.2% | 3.04% | -40.7% |
| Q4 2022 | $55,149,655 | -2.8% | 1,221,476 | -8.9% | 5.12% | +7.0% |
| Q3 2022 | $56,755,000 | -20.2% | 1,340,147 | -15.8% | 4.78% | -16.0% |
| Q2 2022 | $71,109,000 | -19.4% | 1,592,232 | -2.9% | 5.70% | -3.8% |
| Q1 2022 | $88,268,000 | +0.1% | 1,639,137 | +111.5% | 5.92% | -12.0% |
| Q4 2021 | $88,200,000 | – | 774,907 | – | 6.73% | – |
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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% |