SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,937,818 | -8.0% | 156,874 | -4.7% | 5.66% | -5.9% |
Q2 2023 | $8,623,449 | +5.2% | 164,664 | -2.9% | 6.01% | -5.2% |
Q1 2023 | $8,198,612 | -22.9% | 169,498 | -28.0% | 6.35% | -5.1% |
Q4 2022 | $10,632,251 | +2.8% | 235,487 | -3.6% | 6.69% | +6.5% |
Q3 2022 | $10,344,000 | -8.1% | 244,247 | -3.0% | 6.28% | -4.1% |
Q2 2022 | $11,250,000 | – | 251,906 | – | 6.55% | – |
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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% |