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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,509,997 | +6.6% | 33,444 | 0.0% | 1.24% | +4.2% |
| Q3 2022 | $1,416,000 | -6.0% | 33,444 | -1.4% | 1.19% | -1.3% |
| Q2 2022 | $1,506,000 | -20.8% | 33,922 | -4.0% | 1.21% | +6.6% |
| Q1 2022 | $1,902,000 | -10.4% | 35,322 | +89.5% | 1.14% | 0.0% |
| Q4 2021 | $2,122,000 | +21.0% | 18,643 | +10.6% | 1.14% | +8.6% |
| Q3 2021 | $1,754,000 | +5.3% | 16,857 | +5.2% | 1.04% | +5.3% |
| Q2 2021 | $1,666,000 | -17.3% | 16,022 | -23.3% | 0.99% | -23.6% |
| Q1 2021 | $2,014,000 | +6.4% | 20,877 | +0.3% | 1.30% | -3.4% |
| Q4 2020 | $1,892,000 | +13.6% | 20,805 | +0.7% | 1.34% | -19.5% |
| Q3 2020 | $1,666,000 | +33.1% | 20,667 | +1.4% | 1.67% | +13.4% |
| Q1 2020 | $1,252,000 | -22.9% | 20,378 | -3.6% | 1.47% | -3.1% |
| Q4 2019 | $1,623,000 | – | 21,131 | – | 1.52% | – |
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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% |