SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151,267 | +29.4% | 2,989 | +33.9% | 0.00% | +33.3% |
| Q2 2023 | $116,889 | +8.3% | 2,232 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $107,958 | +7.1% | 2,232 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $100,767 | -61.1% | 2,232 | -63.5% | 0.00% | -57.1% |
| Q3 2022 | $259,000 | -8.5% | 6,118 | -3.3% | 0.01% | 0.0% |
| Q2 2022 | $283,000 | +28200.0% | 6,327 | +35050.0% | 0.01% | – |
| Q1 2022 | $1,000 | 0.0% | 18 | +100.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -95.7% | 9 | -96.2% | 0.00% | -100.0% |
| Q1 2021 | $23,000 | -34.3% | 238 | -52.4% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | – | 500 | – | 0.00% | – |
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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% |