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 | $404,597 | -3.4% | 7,996 | 0.0% | 0.28% | -0.4% |
| Q2 2023 | $418,751 | +8.3% | 7,996 | 0.0% | 0.28% | +7.8% |
| Q1 2023 | $386,767 | +7.1% | 7,996 | 0.0% | 0.26% | +35.3% |
| Q4 2022 | $361,020 | +7.8% | 7,996 | +1.0% | 0.19% | -15.2% |
| Q3 2022 | $335,000 | -4.8% | 7,920 | +0.6% | 0.22% | -0.9% |
| Q2 2022 | $352,000 | -16.6% | 7,874 | +0.4% | 0.23% | -13.7% |
| Q1 2022 | $422,000 | -5.6% | 7,842 | +99.6% | 0.26% | -26.4% |
| Q4 2021 | $447,000 | – | 3,928 | – | 0.36% | – |
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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% |