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 | $61,447,713 | -5.9% | 1,214,382 | -2.6% | 1.02% | -4.9% |
| Q2 2023 | $65,299,335 | +26.9% | 1,246,884 | +17.2% | 1.07% | +20.8% |
| Q1 2023 | $51,442,236 | +5.4% | 1,063,515 | -1.6% | 0.88% | -0.6% |
| Q4 2022 | $48,809,140 | +13.1% | 1,081,044 | +6.1% | 0.89% | -1.6% |
| Q3 2022 | $43,140,000 | -0.4% | 1,018,644 | +5.0% | 0.90% | -0.4% |
| Q2 2022 | $43,324,000 | +19.8% | 970,076 | +44.4% | 0.91% | +11.3% |
| Q1 2022 | $36,175,000 | -3.3% | 671,780 | +104.3% | 0.81% | -1.7% |
| Q4 2021 | $37,425,000 | -28.8% | 328,808 | -34.9% | 0.83% | -24.1% |
| Q3 2021 | $52,583,000 | +43.8% | 505,463 | +43.7% | 1.09% | +13.5% |
| Q2 2021 | $36,570,000 | -13.6% | 351,733 | -20.2% | 0.96% | -4.3% |
| Q1 2021 | $42,302,000 | -5.1% | 440,503 | -10.1% | 1.00% | -24.3% |
| Q4 2020 | $44,568,000 | +14.6% | 490,023 | -22.8% | 1.33% | -18.7% |
| Q1 2020 | $38,875,000 | – | 634,700 | – | 1.63% | – |
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% |