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 | $219 | -3.5% | 4,328 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $227 | +8.6% | 4,328 | 0.0% | 0.04% | +2.6% |
| Q1 2023 | $209 | -100.0% | 4,328 | -91.4% | 0.04% | -92.8% |
| Q1 2022 | $2,701,000 | -5.1% | 50,153 | +100.5% | 0.53% | -10.5% |
| Q4 2021 | $2,847,000 | -0.8% | 25,010 | -9.4% | 0.59% | -9.4% |
| Q3 2021 | $2,871,000 | -14.3% | 27,600 | -14.4% | 0.65% | -14.6% |
| Q2 2021 | $3,352,000 | -1.2% | 32,239 | -8.8% | 0.76% | -6.6% |
| Q1 2021 | $3,393,000 | -1.9% | 35,338 | -7.0% | 0.82% | -7.3% |
| Q4 2020 | $3,457,000 | +2.4% | 38,011 | -9.2% | 0.88% | -10.9% |
| Q3 2020 | $3,375,000 | +6.3% | 41,861 | -2.3% | 0.99% | +1.4% |
| Q2 2020 | $3,175,000 | – | 42,845 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |