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 | $977,997 | +1.9% | 19,328 | +5.5% | 0.42% | +8.7% |
| Q2 2023 | $960,073 | +100960.3% | 18,322 | -6.8% | 0.39% | -28.2% |
| Q1 2023 | $950 | -99.9% | 19,649 | -2.3% | 0.54% | +14.1% |
| Q4 2022 | $920,389 | +4.4% | 20,109 | +3.7% | 0.48% | -0.2% |
| Q3 2022 | $882,000 | -17.5% | 19,385 | -18.2% | 0.48% | -20.3% |
| Q2 2022 | $1,069,000 | -21.5% | 23,705 | -7.7% | 0.60% | -12.5% |
| Q1 2022 | $1,361,000 | +6.7% | 25,689 | +126.3% | 0.68% | -32.6% |
| Q4 2021 | $1,275,000 | +18.1% | 11,354 | +16.1% | 1.01% | +18.1% |
| Q3 2021 | $1,080,000 | +40.4% | 9,777 | +32.8% | 0.86% | +31.2% |
| Q2 2021 | $769,000 | +33.5% | 7,361 | +29.3% | 0.65% | +42.0% |
| Q1 2021 | $576,000 | +130.4% | 5,693 | +110.2% | 0.46% | +86.2% |
| Q4 2020 | $250,000 | – | 2,709 | – | 0.25% | – |
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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% |