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% | – |
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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% |