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 | $1,262 | -12.5% | 24,931 | -9.5% | 0.88% | +67.0% |
| Q2 2023 | $1,443 | +1.5% | 27,554 | -6.2% | 0.53% | +10.4% |
| Q1 2023 | $1,421 | -2.3% | 29,385 | -8.8% | 0.48% | -20.1% |
| Q4 2022 | $1,454 | -99.9% | 32,203 | -5.9% | 0.60% | -49.7% |
| Q3 2022 | $1,450,000 | -11.3% | 34,227 | -6.4% | 1.20% | +417.7% |
| Q2 2022 | $1,634,000 | -24.2% | 36,578 | -8.7% | 0.23% | -84.1% |
| Q1 2022 | $2,157,000 | -29.7% | 40,061 | +48.6% | 1.45% | -37.7% |
| Q4 2021 | $3,069,000 | – | 26,961 | – | 2.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |