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 | $28,435,252 | -6.6% | 559,639 | -3.7% | 3.31% | -2.0% |
| Q2 2023 | $30,438,260 | +4.9% | 581,105 | -3.4% | 3.38% | -3.9% |
| Q1 2023 | $29,015,981 | -42.2% | 601,617 | -45.2% | 3.52% | -45.0% |
| Q4 2022 | $50,219,646 | +4.7% | 1,097,218 | +1.2% | 6.39% | -8.6% |
| Q3 2022 | $47,987,000 | -2.3% | 1,083,722 | +0.1% | 7.00% | -4.3% |
| Q2 2022 | $49,115,000 | -14.5% | 1,082,783 | +0.3% | 7.31% | -7.1% |
| Q1 2022 | $57,445,000 | -1.2% | 1,079,995 | +109.1% | 7.87% | -0.6% |
| Q4 2021 | $58,135,000 | +5.3% | 516,392 | -2.7% | 7.91% | -10.4% |
| Q3 2021 | $55,215,000 | -1.6% | 530,757 | -1.6% | 8.84% | -5.7% |
| Q2 2021 | $56,096,000 | +1.5% | 539,538 | -2.0% | 9.37% | -8.9% |
| Q1 2021 | $55,252,000 | +8.4% | 550,754 | -1.7% | 10.28% | -11.5% |
| Q4 2020 | $50,977,000 | +10.4% | 560,493 | -2.1% | 11.62% | -7.2% |
| Q3 2020 | $46,177,000 | +7.4% | 572,701 | -1.3% | 12.52% | -12.2% |
| Q2 2020 | $42,976,000 | +1330.1% | 579,976 | +1394.3% | 14.26% | +996.2% |
| Q4 2019 | $3,005,000 | +62.4% | 38,813 | +47.0% | 1.30% | +26.4% |
| Q3 2019 | $1,850,000 | +177.4% | 26,399 | +180.9% | 1.03% | +110.0% |
| Q2 2019 | $667,000 | +5.0% | 9,398 | 0.0% | 0.49% | -1.0% |
| Q1 2019 | $635,000 | +13.2% | 9,398 | 0.0% | 0.50% | -6.4% |
| Q4 2018 | $561,000 | – | 9,398 | – | 0.53% | – |
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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% |