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 | $1,060,752 | +144.2% | 20,964 | +152.7% | 0.03% | +19.2% |
| Q2 2023 | $434,420 | +10.2% | 8,295 | +1.8% | 0.03% | -10.3% |
| Q1 2023 | $394,298 | +1.0% | 8,152 | -5.8% | 0.03% | -6.5% |
| Q4 2022 | $390,554 | -11.2% | 8,650 | -16.8% | 0.03% | -24.4% |
| Q3 2022 | $440,000 | -32.1% | 10,401 | -28.3% | 0.04% | -19.6% |
| Q2 2022 | $648,000 | -11.1% | 14,499 | +7.1% | 0.05% | +4.1% |
| Q1 2022 | $729,000 | -29.9% | 13,540 | +48.2% | 0.05% | -31.0% |
| Q4 2021 | $1,040,000 | +47.5% | 9,138 | +34.9% | 0.07% | +34.0% |
| Q3 2021 | $705,000 | +33.3% | 6,775 | +33.1% | 0.05% | +29.3% |
| Q2 2021 | $529,000 | +8.2% | 5,091 | -0.1% | 0.04% | 0.0% |
| Q1 2021 | $489,000 | +4.0% | 5,094 | -1.4% | 0.04% | -4.7% |
| Q4 2020 | $470,000 | +19.9% | 5,165 | +6.2% | 0.04% | +2.4% |
| Q3 2020 | $392,000 | +46.3% | 4,865 | +34.6% | 0.04% | +35.5% |
| Q2 2020 | $268,000 | +23.5% | 3,614 | +1.9% | 0.03% | -3.1% |
| Q1 2020 | $217,000 | -20.5% | 3,548 | 0.0% | 0.03% | -3.0% |
| Q4 2019 | $273,000 | +8.3% | 3,548 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $252,000 | +1.2% | 3,548 | 0.0% | 0.03% | +3.0% |
| Q2 2019 | $249,000 | -84.9% | 3,548 | -87.1% | 0.03% | -87.2% |
| Q4 2018 | $1,647,000 | -24.2% | 27,594 | -11.6% | 0.26% | -13.8% |
| Q3 2018 | $2,172,000 | +18.2% | 31,229 | +10.5% | 0.30% | +13.7% |
| Q2 2018 | $1,837,000 | – | 28,265 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |