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 | $27 | -6.9% | 527 | -4.2% | 0.02% | -9.1% |
| Q2 2023 | $29 | -9.4% | 550 | -16.7% | 0.02% | -15.4% |
| Q1 2023 | $32 | -30.4% | 660 | -35.7% | 0.03% | -35.0% |
| Q4 2022 | $46 | -99.9% | 1,026 | +36.8% | 0.04% | +29.0% |
| Q3 2022 | $32,000 | +10.3% | 750 | +13.6% | 0.03% | +14.8% |
| Q2 2022 | $29,000 | -19.4% | 660 | 0.0% | 0.03% | -6.9% |
| Q1 2022 | $36,000 | – | 660 | – | 0.03% | – |
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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% |