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 | $730,300 | -6.7% | 14,433 | -3.5% | 0.71% | -8.3% |
| Q2 2023 | $782,987 | +8.1% | 14,951 | -0.2% | 0.77% | +3.6% |
| Q1 2023 | $724,506 | 0.0% | 14,978 | 0.0% | 0.75% | 0.0% |
| Q4 2022 | $724,506 | +8.3% | 14,978 | -5.2% | 0.75% | +19.5% |
| Q3 2022 | $669,203 | -7.9% | 15,802 | -2.9% | 0.62% | -11.7% |
| Q2 2022 | $726,971 | -20.3% | 16,278 | -3.9% | 0.71% | -15.4% |
| Q1 2022 | $911,980 | – | 16,936 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |