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 | $67,969 | -3.3% | 1,343 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $70,264 | +8.4% | 1,341 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $64,822 | +98115.2% | 1,340 | -8.2% | 0.01% | 0.0% |
| Q4 2022 | $66 | -99.9% | 1,460 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $62,000 | -4.6% | 1,457 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $65,000 | -16.7% | 1,455 | +0.1% | 0.01% | -14.3% |
| Q1 2022 | $78,000 | +50.0% | 1,453 | +215.2% | 0.01% | +40.0% |
| Q4 2021 | $52,000 | +8.3% | 461 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 461 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 461 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +4.8% | 461 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $42,000 | +13.5% | 461 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $37,000 | +8.8% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +21.4% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -20.0% | 461 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $35,000 | +6.1% | 461 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $33,000 | +3.1% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $32,000 | -3.0% | 461 | -12.0% | 0.00% | -20.0% |
| Q4 2018 | $33,000 | +200.0% | 524 | +208.2% | 0.01% | +150.0% |
| Q4 2017 | $11,000 | +10.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | – | 170 | – | 0.00% | – |
Download | ||||||
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% |