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 | $263,466 | -3.0% | 5,206 | +0.4% | 0.02% | -10.5% |
Q2 2023 | $271,675 | +8.7% | 5,187 | +0.4% | 0.02% | 0.0% |
Q1 2023 | $250,020 | +7.5% | 5,168 | +0.4% | 0.02% | 0.0% |
Q4 2022 | $232,504 | +7.1% | 5,149 | +0.4% | 0.02% | -17.4% |
Q3 2022 | $217,000 | -88.6% | 5,127 | -87.9% | 0.02% | -86.6% |
Q2 2022 | $1,897,000 | -35.1% | 42,465 | -21.8% | 0.17% | -27.4% |
Q1 2022 | $2,923,000 | -25.6% | 54,285 | +57.2% | 0.24% | -16.3% |
Q4 2021 | $3,930,000 | +912.9% | 34,530 | +827.0% | 0.28% | +757.6% |
Q3 2021 | $388,000 | -0.5% | 3,725 | -0.6% | 0.03% | -5.7% |
Q2 2021 | $390,000 | +15.0% | 3,748 | +6.3% | 0.04% | -2.8% |
Q1 2021 | $339,000 | +7.6% | 3,526 | +1.9% | 0.04% | -16.3% |
Q4 2020 | $315,000 | +2.3% | 3,459 | -9.5% | 0.04% | -42.7% |
Q3 2020 | $308,000 | +133.3% | 3,823 | +76.8% | 0.08% | -20.2% |
Q1 2020 | $132,000 | – | 2,162 | – | 0.09% | – |
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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% |