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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $355 | -99.9% | 7,854 | -4.2% | 0.01% | -10.0% |
| Q3 2022 | $347,000 | -5.2% | 8,198 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $366,000 | -17.0% | 8,198 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $441,000 | +10.0% | 8,198 | +132.6% | 0.01% | +11.1% |
| Q4 2021 | $401,000 | +9.3% | 3,524 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $367,000 | +1.9% | 3,524 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $360,000 | +46.9% | 3,458 | +35.4% | 0.01% | +50.0% |
| Q1 2021 | $245,000 | +3.8% | 2,553 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $236,000 | +3.1% | 2,599 | -12.7% | 0.01% | -14.3% |
| Q4 2019 | $229,000 | -0.4% | 2,976 | -8.0% | 0.01% | -12.5% |
| Q3 2019 | $230,000 | – | 3,236 | – | 0.01% | – |
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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% |