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 | $480,262 | +76011.3% | 9,491 | -21.3% | 0.23% | -23.7% |
| Q2 2023 | $631 | +11.5% | 12,066 | +3.1% | 0.30% | -11.6% |
| Q1 2023 | $566 | -17.1% | 11,704 | -22.7% | 0.34% | -29.7% |
| Q4 2022 | $683 | -99.9% | 15,136 | -0.1% | 0.49% | -17.7% |
| Q3 2022 | $641,000 | -9.6% | 15,145 | -4.6% | 0.59% | -29.8% |
| Q2 2022 | $709,000 | -23.6% | 15,877 | -7.9% | 0.85% | -39.0% |
| Q1 2022 | $928,000 | – | 17,233 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
| Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
| Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
| Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
| Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
| Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
| APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
| Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
| BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
| MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |