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 | $583 | +2.3% | 11,528 | -2.2% | 0.15% | +22.4% |
| Q1 2023 | $570 | +6.7% | 11,793 | -0.4% | 0.12% | -2.3% |
| Q4 2022 | $534 | -99.9% | 11,838 | 0.0% | 0.13% | -7.2% |
| Q3 2022 | $501,000 | -5.3% | 11,838 | 0.0% | 0.14% | -4.2% |
| Q2 2022 | $529,000 | -17.0% | 11,838 | 0.0% | 0.14% | -11.1% |
| Q1 2022 | $637,000 | -6.2% | 11,838 | +98.4% | 0.16% | -11.0% |
| Q4 2021 | $679,000 | +4.1% | 5,968 | -4.8% | 0.18% | -19.1% |
| Q2 2021 | $652,000 | +10.7% | 6,268 | +3.5% | 0.22% | +4.7% |
| Q1 2021 | $589,000 | +16.4% | 6,058 | +9.0% | 0.22% | -5.7% |
| Q4 2020 | $506,000 | +15.8% | 5,559 | +2.5% | 0.23% | -1.7% |
| Q3 2020 | $437,000 | +8.7% | 5,423 | 0.0% | 0.23% | -0.9% |
| Q2 2020 | $402,000 | +21.1% | 5,423 | 0.0% | 0.23% | +1.7% |
| Q1 2020 | $332,000 | -20.4% | 5,423 | 0.0% | 0.23% | -9.1% |
| Q4 2019 | $417,000 | – | 5,423 | – | 0.25% | – |
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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% |