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 | $1,219 | -3.6% | 24,082 | -0.3% | 1.34% | +3.1% |
| Q2 2023 | $1,265 | +6.8% | 24,153 | -1.4% | 1.30% | -6.7% |
| Q1 2023 | $1,185 | -3.4% | 24,493 | -9.9% | 1.39% | -5.0% |
| Q4 2022 | $1,227 | -99.9% | 27,176 | -24.7% | 1.47% | -12.2% |
| Q3 2022 | $1,529,000 | -8.2% | 36,096 | -3.2% | 1.67% | -2.1% |
| Q2 2022 | $1,666,000 | -34.9% | 37,306 | -21.5% | 1.71% | -11.1% |
| Q1 2022 | $2,559,000 | -13.8% | 47,512 | +82.2% | 1.92% | +1.4% |
| Q4 2021 | $2,968,000 | – | 26,078 | – | 1.89% | – |
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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% |