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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $490,655 | -37.0% | 9,369 | -41.8% | 0.01% | -38.1% |
| Q1 2023 | $778,225 | +180.9% | 16,089 | +146.0% | 0.02% | +110.0% |
| Q3 2022 | $277,000 | -52.6% | 6,539 | +27.5% | 0.01% | -72.2% |
| Q4 2021 | $584,000 | +180.8% | 5,128 | +156.9% | 0.04% | +111.8% |
| Q3 2021 | $208,000 | -6.3% | 1,996 | -6.5% | 0.02% | -10.5% |
| Q2 2021 | $222,000 | -84.5% | 2,135 | -88.0% | 0.02% | -79.3% |
| Q3 2020 | $1,435,000 | -29.3% | 17,797 | -46.3% | 0.09% | -37.4% |
| Q1 2020 | $2,030,000 | +563.4% | 33,135 | +730.5% | 0.15% | +716.7% |
| Q4 2019 | $306,000 | – | 3,990 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |