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 | $922,589 | +85.7% | 18,233 | +92.2% | 0.03% | +86.7% |
| Q2 2023 | $496,791 | +61.0% | 9,486 | +48.7% | 0.02% | +50.0% |
| Q1 2023 | $308,484 | +7.2% | 6,378 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $287,648 | +6.5% | 6,371 | +0.1% | 0.01% | -9.1% |
| Q3 2022 | $270,000 | -5.6% | 6,364 | -0.5% | 0.01% | -8.3% |
| Q2 2022 | $286,000 | +7.9% | 6,397 | +29.9% | 0.01% | +9.1% |
| Q1 2022 | $265,000 | -5.4% | 4,924 | +100.0% | 0.01% | -8.3% |
| Q4 2021 | $280,000 | +8.1% | 2,462 | -1.1% | 0.01% | 0.0% |
| Q3 2021 | $259,000 | 0.0% | 2,489 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $259,000 | – | 2,488 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |