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 | $2,524,703 | -2.9% | 49,653 | +0.1% | 0.26% | -4.1% |
Q2 2023 | $2,598,861 | +10.7% | 49,617 | +2.2% | 0.27% | -0.4% |
Q1 2023 | $2,348,033 | +13.0% | 48,543 | +5.5% | 0.27% | +1.1% |
Q4 2022 | $2,077,205 | +80.5% | 46,007 | +69.3% | 0.26% | +52.3% |
Q3 2022 | $1,151,000 | -6.1% | 27,175 | -1.0% | 0.17% | -11.7% |
Q2 2022 | $1,226,000 | -50.5% | 27,456 | -40.3% | 0.20% | -52.9% |
Q1 2022 | $2,475,000 | +106.6% | 45,972 | +336.6% | 0.42% | +97.2% |
Q4 2021 | $1,198,000 | +18.8% | 10,529 | +8.7% | 0.21% | -9.0% |
Q3 2021 | $1,008,000 | +40.4% | 9,686 | +40.2% | 0.23% | +32.4% |
Q2 2021 | $718,000 | +164.0% | 6,907 | +143.5% | 0.18% | +141.1% |
Q1 2021 | $272,000 | – | 2,836 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |