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 | $123,110 | -22.7% | 2,433 | -20.0% | 0.08% | -18.3% |
| Q2 2023 | $159,205 | +8.0% | 3,040 | -0.2% | 0.09% | -3.1% |
| Q1 2023 | $147,383 | +7.1% | 3,047 | 0.0% | 0.10% | -5.0% |
| Q4 2022 | $137,572 | +6.6% | 3,047 | +0.2% | 0.10% | +1.0% |
| Q3 2022 | $129,000 | -4.4% | 3,042 | +0.3% | 0.10% | +9.9% |
| Q2 2022 | $135,000 | -17.2% | 3,033 | +0.0% | 0.09% | +3.4% |
| Q1 2022 | $163,000 | -5.8% | 3,032 | +100.0% | 0.09% | +37.5% |
| Q4 2021 | $173,000 | +9.5% | 1,516 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $158,000 | 0.0% | 1,516 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $158,000 | +8.2% | 1,516 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $146,000 | +5.8% | 1,516 | 0.0% | 0.06% | +8.5% |
| Q4 2020 | $138,000 | +8.7% | 1,516 | -4.0% | 0.06% | -6.3% |
| Q3 2020 | $127,000 | +4.1% | 1,579 | -3.9% | 0.06% | -8.7% |
| Q2 2020 | $122,000 | +20.8% | 1,643 | -0.2% | 0.07% | -19.8% |
| Q1 2020 | $101,000 | +38.4% | 1,646 | +74.0% | 0.09% | +43.3% |
| Q4 2019 | $73,000 | – | 946 | – | 0.06% | – |
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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% |