SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,815 | -4.4% | 4,858 | -1.0% | 0.01% | -8.3% |
| Q2 2023 | $257,032 | +8.3% | 4,908 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $237,400 | +120407.6% | 4,908 | +12.5% | 0.01% | +22.2% |
| Q4 2022 | $197 | -99.9% | 4,362 | -18.1% | 0.01% | -18.2% |
| Q3 2022 | $226,000 | -5.0% | 5,326 | 0.0% | 0.01% | +10.0% |
| Q2 2022 | $238,000 | -17.1% | 5,326 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $287,000 | -5.3% | 5,326 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $303,000 | -33.3% | 2,663 | -39.0% | 0.01% | +11.1% |
| Q3 2021 | $454,000 | +100.0% | 4,362 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $227,000 | +8.6% | 2,181 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $209,000 | +3.0% | 2,181 | -2.5% | 0.01% | -10.0% |
| Q4 2020 | $203,000 | – | 2,236 | – | 0.01% | – |
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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% |