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 | $1,949,972 | -7.0% | 38,537 | -3.8% | 0.22% | -4.4% |
| Q2 2023 | $2,097,366 | -7.2% | 40,049 | -14.3% | 0.23% | -12.0% |
| Q1 2023 | $2,259,605 | +4.4% | 46,715 | -2.6% | 0.26% | -8.8% |
| Q4 2022 | $2,165,349 | -6.0% | 47,959 | -11.8% | 0.28% | -14.7% |
| Q3 2022 | $2,303,000 | -20.5% | 54,384 | -16.2% | 0.33% | -16.1% |
| Q2 2022 | $2,897,000 | +195.6% | 64,859 | +653.7% | 0.40% | +271.0% |
| Q4 2021 | $980,000 | +48.7% | 8,605 | -8.0% | 0.11% | -39.5% |
| Q2 2019 | $659,000 | -44.6% | 9,349 | -45.3% | 0.18% | -56.9% |
| Q3 2018 | $1,189,000 | -46.6% | 17,093 | -51.0% | 0.41% | -51.2% |
| Q4 2017 | $2,225,000 | -61.5% | 34,894 | -63.8% | 0.84% | -62.5% |
| Q3 2017 | $5,784,000 | – | 96,337 | – | 2.25% | – |
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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% |