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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $454,060 | +0.7% | 10,057 | -5.5% | 0.07% | -7.7% |
| Q3 2022 | $451,000 | -4.4% | 10,642 | +0.6% | 0.08% | 0.0% |
| Q2 2022 | $472,000 | -16.6% | 10,579 | +0.7% | 0.08% | -3.7% |
| Q1 2022 | $566,000 | +11.6% | 10,509 | +53.6% | 0.08% | -27.7% |
| Q2 2020 | $507,000 | +11.4% | 6,842 | -7.8% | 0.11% | 0.0% |
| Q1 2020 | $455,000 | -6.8% | 7,421 | +16.9% | 0.11% | +17.9% |
| Q4 2019 | $488,000 | +14.0% | 6,347 | +5.1% | 0.10% | +8.0% |
| Q3 2019 | $428,000 | -11.2% | 6,037 | -12.2% | 0.09% | -13.7% |
| Q2 2019 | $482,000 | +7.3% | 6,873 | +3.5% | 0.10% | +3.0% |
| Q1 2019 | $449,000 | +21.0% | 6,638 | +6.7% | 0.10% | +7.6% |
| Q4 2018 | $371,000 | +9.1% | 6,219 | +27.3% | 0.09% | +22.7% |
| Q3 2018 | $340,000 | – | 4,887 | – | 0.08% | – |
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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% |