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 | $4,618,052 | -1.5% | 91,320 | +2.0% | 3.67% | -2.0% |
| Q2 2023 | $4,687,010 | +3.8% | 89,498 | -4.1% | 3.75% | -4.0% |
| Q1 2023 | $4,515,436 | +1.6% | 93,352 | -5.2% | 3.90% | +19.6% |
| Q4 2022 | $4,445,604 | +1.0% | 98,463 | -2.8% | 3.26% | -9.3% |
| Q3 2022 | $4,402,000 | -11.1% | 101,350 | -7.7% | 3.60% | -1.5% |
| Q2 2022 | $4,954,000 | -16.6% | 109,802 | -0.2% | 3.65% | +10.7% |
| Q1 2022 | $5,940,000 | +0.4% | 109,986 | -0.1% | 3.30% | -11.9% |
| Q4 2021 | $5,919,000 | – | 110,098 | – | 3.74% | – |
Download | ||||||
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% |