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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,260,000 | -90.7% | 134,821 | -80.4% | 6.43% | -86.4% |
| Q4 2021 | $78,156,000 | +20.1% | 686,661 | +9.8% | 47.11% | +5.4% |
| Q3 2021 | $65,071,000 | +27.7% | 625,500 | +27.7% | 44.70% | +22.2% |
| Q2 2021 | $50,941,000 | +40.7% | 489,956 | +30.6% | 36.59% | +24.5% |
| Q1 2021 | $36,193,000 | +18.0% | 375,142 | +11.2% | 29.39% | +11.4% |
| Q4 2020 | $30,685,000 | – | 337,390 | – | 26.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |