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 | $161,920 | -92.2% | 3,200 | -88.7% | 0.00% | -100.0% |
| Q2 2023 | $2,063,134 | +896.1% | 28,410 | +563.5% | 0.01% | +700.0% |
| Q1 2023 | $207,120 | +232.2% | 4,282 | +210.1% | 0.00% | – |
| Q4 2022 | $62,352 | -67.5% | 1,381 | -69.5% | 0.00% | -100.0% |
| Q3 2022 | $192,000 | +611.1% | 4,532 | +654.1% | 0.00% | – |
| Q2 2022 | $27,000 | +200.0% | 601 | +257.7% | 0.00% | – |
| Q1 2022 | $9,000 | -81.6% | 168 | -61.3% | 0.00% | – |
| Q4 2021 | $49,000 | +58.1% | 434 | +34.4% | 0.00% | – |
| Q1 2021 | $31,000 | +1450.0% | 323 | +1368.2% | 0.00% | – |
| Q4 2020 | $2,000 | – | 22 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |