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 | $3,371,043 | -5.5% | 66,621 | -2.2% | 0.05% | -4.1% |
Q2 2023 | $3,567,030 | -6.8% | 68,112 | -13.9% | 0.05% | -14.0% |
Q1 2023 | $3,826,660 | -40.4% | 79,113 | -44.3% | 0.06% | -44.7% |
Q4 2022 | $6,415,741 | +25.5% | 142,099 | +17.7% | 0.10% | +17.0% |
Q3 2022 | $5,113,274 | +417.0% | 120,736 | +444.8% | 0.09% | +363.2% |
Q2 2022 | $989,000 | -18.9% | 22,162 | -2.2% | 0.02% | -5.0% |
Q1 2022 | $1,220,000 | – | 22,660 | – | 0.02% | – |
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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% |