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 | $9,991,997 | +1.4% | 197,470 | +4.9% | 0.68% | +3.0% |
Q2 2023 | $9,858,546 | +18.6% | 188,248 | +9.5% | 0.66% | +10.2% |
Q1 2023 | $8,312,931 | +7.0% | 171,861 | -0.1% | 0.60% | -0.3% |
Q4 2022 | $7,768,760 | -1.4% | 172,066 | -7.5% | 0.60% | -7.8% |
Q3 2022 | $7,876,000 | -0.2% | 185,964 | +5.2% | 0.65% | -1.2% |
Q2 2022 | $7,893,000 | +549.1% | 176,745 | +682.7% | 0.66% | +588.5% |
Q1 2022 | $1,216,000 | +32.3% | 22,582 | +157.0% | 0.10% | +17.1% |
Q4 2021 | $919,000 | +6.4% | 8,787 | +7.0% | 0.08% | +12.3% |
Q3 2021 | $864,000 | -6.0% | 8,214 | -6.5% | 0.07% | -11.0% |
Q2 2021 | $919,000 | +12.3% | 8,787 | +7.3% | 0.08% | -2.4% |
Q1 2021 | $818,000 | +1360.7% | 8,186 | +842.0% | 0.08% | +281.8% |
Q3 2018 | $56,000 | – | 869 | – | 0.02% | – |
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% |