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 | $14,985 | -29.9% | 296,141 | -33.0% | 9.01% | -47.6% |
| Q1 2023 | $21,366 | -17.0% | 441,712 | -22.5% | 17.21% | -4.3% |
| Q4 2022 | $25,730 | -99.9% | 569,880 | +13.2% | 17.98% | -4.3% |
| Q3 2022 | $21,316,000 | -15.6% | 503,324 | -11.0% | 18.79% | +6.3% |
| Q2 2022 | $25,261,000 | -4.3% | 565,624 | +15.4% | 17.68% | -2.3% |
| Q1 2022 | $26,387,000 | -2.8% | 490,002 | +105.4% | 18.09% | -0.1% |
| Q4 2021 | $27,160,000 | +5.2% | 238,616 | -3.9% | 18.10% | -23.1% |
| Q2 2021 | $25,824,000 | +6.6% | 248,377 | -1.5% | 23.55% | +26.2% |
| Q1 2021 | $24,222,000 | +2.2% | 252,236 | -3.2% | 18.65% | +0.3% |
| Q4 2020 | $23,693,000 | – | 260,500 | – | 18.59% | – |
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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% |