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 | $67,083 | +9.0% | 1,326 | +12.9% | 0.02% | +11.8% |
| Q2 2023 | $61,535 | +8.3% | 1,175 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $56,835 | -42.6% | 1,175 | -49.8% | 0.02% | -46.9% |
| Q3 2022 | $99,000 | -5.7% | 2,340 | 0.0% | 0.03% | -13.5% |
| Q2 2022 | $105,000 | -16.7% | 2,340 | 0.0% | 0.04% | +2.8% |
| Q1 2022 | $126,000 | -5.3% | 2,340 | +100.0% | 0.04% | -5.3% |
| Q4 2021 | $133,000 | +9.0% | 1,170 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $122,000 | +221.1% | 1,170 | +216.2% | 0.04% | +225.0% |
| Q2 2021 | $38,000 | – | 370 | – | 0.01% | – |
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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% |