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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $981,945 | +1.5% | 20,301 | -1.9% | 0.10% | -34.0% |
| Q4 2022 | $967,065 | +13.2% | 20,690 | +7.1% | 0.16% | -56.2% |
| Q3 2022 | $854,000 | -27.6% | 19,324 | -25.9% | 0.36% | -29.4% |
| Q2 2022 | $1,179,000 | +22.7% | 26,061 | +41.3% | 0.51% | +37.4% |
| Q1 2022 | $961,000 | -8.1% | 18,450 | +87.9% | 0.37% | -14.4% |
| Q4 2021 | $1,046,000 | +2.0% | 9,817 | +3.0% | 0.44% | +12.6% |
| Q3 2021 | $1,025,000 | +79.5% | 9,535 | +76.2% | 0.39% | +79.6% |
| Q2 2021 | $571,000 | – | 5,410 | – | 0.22% | – |
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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% |