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 | $7,090,720 | -6.5% | 140,133 | -3.2% | 1.08% | -1.7% |
| Q2 2023 | $7,583,458 | +8.5% | 144,805 | +0.2% | 1.10% | +1.9% |
| Q1 2023 | $6,989,319 | +5.2% | 144,497 | -1.8% | 1.08% | -0.2% |
| Q4 2022 | $6,642,712 | +4.4% | 147,125 | -2.1% | 1.08% | -7.6% |
| Q3 2022 | $6,364,000 | -5.7% | 150,267 | -0.5% | 1.17% | +13.2% |
| Q2 2022 | $6,748,000 | -18.9% | 151,089 | -2.2% | 1.04% | -7.8% |
| Q1 2022 | $8,323,000 | -8.0% | 154,565 | +94.4% | 1.12% | -5.2% |
| Q4 2021 | $9,048,000 | – | 79,492 | – | 1.18% | – |
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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% |