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 | $15,391 | +253.5% | 304 | +237.8% | 0.00% | +100.0% |
| Q1 2023 | $4,354 | +25.2% | 90 | +16.9% | 0.00% | – |
| Q4 2022 | $3,477 | -68.4% | 77 | -69.9% | 0.00% | -100.0% |
| Q3 2022 | $11,000 | 0.0% | 256 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -60.7% | 256 | -51.1% | 0.00% | -50.0% |
| Q1 2022 | $28,000 | -6.7% | 524 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | +130.8% | 262 | +104.7% | 0.00% | +100.0% |
| Q3 2021 | $13,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 128 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -70.6% | 128 | -71.9% | 0.00% | -66.7% |
| Q2 2020 | $34,000 | -5.6% | 455 | -22.2% | 0.01% | -25.0% |
| Q1 2020 | $36,000 | – | 585 | – | 0.01% | – |
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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% |