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 | $28,512 | -3.0% | 563 | +0.4% | 0.02% | +9.1% |
| Q2 2023 | $29,398 | +8.7% | 561 | +0.4% | 0.02% | +4.8% |
| Q1 2023 | $27,053 | +7.5% | 559 | +0.4% | 0.02% | +10.5% |
| Q4 2022 | $25,154 | +9.4% | 557 | +0.4% | 0.02% | -5.0% |
| Q3 2022 | $23,000 | -8.0% | 555 | +0.5% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 552 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -3.2% | 550 | +100.7% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | +10.7% | 274 | +0.4% | 0.02% | -4.8% |
| Q3 2021 | $28,000 | 0.0% | 273 | +0.4% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +7.7% | 272 | +0.4% | 0.02% | 0.0% |
| Q1 2021 | $26,000 | +4.0% | 271 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 271 | +0.4% | 0.02% | +5.0% |
| Q3 2020 | $22,000 | +10.0% | 270 | +0.7% | 0.02% | -9.1% |
| Q2 2020 | $20,000 | +25.0% | 268 | +0.4% | 0.02% | +15.8% |
| Q1 2020 | $16,000 | -20.0% | 267 | +0.8% | 0.02% | -9.5% |
| Q4 2019 | $20,000 | – | 265 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |