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 | $1,482,336 | -3.3% | 29,295 | +0.0% | 0.49% | +0.6% |
| Q2 2023 | $1,533,632 | +8.3% | 29,285 | +0.0% | 0.49% | -0.6% |
| Q1 2023 | $1,415,994 | +5.8% | 29,274 | -1.2% | 0.49% | -1.0% |
| Q4 2022 | $1,338,428 | +6.6% | 29,644 | +0.0% | 0.49% | -7.5% |
| Q3 2022 | $1,255,000 | -4.8% | 29,631 | +0.4% | 0.53% | +0.6% |
| Q2 2022 | $1,318,000 | -16.7% | 29,503 | +0.4% | 0.53% | -3.1% |
| Q1 2022 | $1,582,000 | -5.1% | 29,385 | +100.6% | 0.55% | -3.2% |
| Q4 2021 | $1,667,000 | +9.8% | 14,649 | +0.4% | 0.57% | +6.2% |
| Q3 2021 | $1,518,000 | +0.3% | 14,595 | +0.3% | 0.53% | +27.5% |
| Q2 2021 | $1,513,000 | +8.5% | 14,549 | +0.2% | 0.42% | -0.9% |
| Q1 2021 | $1,395,000 | +5.6% | 14,525 | +0.0% | 0.42% | +1.2% |
| Q4 2020 | $1,321,000 | +12.9% | 14,521 | +0.0% | 0.42% | -1.9% |
| Q3 2020 | $1,170,000 | +8.8% | 14,515 | +0.1% | 0.42% | +1.2% |
| Q2 2020 | $1,075,000 | -61.9% | 14,507 | -68.5% | 0.42% | -69.5% |
| Q1 2020 | $2,822,000 | – | 46,075 | – | 1.38% | – |
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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% |