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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,670,397 | +2.6% | 645,660 | +6.2% | 1.64% | +3.9% |
| Q2 2023 | $31,834,725 | +15.5% | 607,881 | +6.7% | 1.58% | +4.9% |
| Q1 2023 | $27,551,484 | +22.2% | 569,599 | +14.1% | 1.50% | +9.3% |
| Q4 2022 | $22,539,865 | +55.8% | 499,222 | +54.1% | 1.38% | +41.0% |
| Q3 2022 | $14,464,000 | 0.0% | 323,866 | 0.0% | 0.98% | 0.0% |
| Q2 2022 | $14,464,000 | -16.4% | 323,866 | +113.2% | 0.98% | -5.2% |
| Q4 2021 | $17,293,000 | +20.0% | 151,931 | +9.7% | 1.03% | +123.9% |
| Q3 2021 | $14,411,000 | +6.9% | 138,529 | +6.9% | 0.46% | +7.0% |
| Q2 2021 | $13,477,000 | +3391.5% | 129,619 | +3123.6% | 0.43% | +2971.4% |
| Q1 2021 | $386,000 | – | 4,021 | – | 0.01% | – |
Download | ||||||
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% |