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 | $4,994,389 | -19.8% | 98,703 | -17.0% | 1.66% | -21.0% |
| Q2 2023 | $6,228,126 | -28.4% | 118,925 | -33.9% | 2.11% | -25.0% |
| Q1 2023 | $8,703,414 | +6.8% | 179,934 | -0.3% | 2.81% | +1.7% |
| Q4 2022 | $8,147,297 | +0.8% | 180,450 | -5.4% | 2.76% | -11.7% |
| Q3 2022 | $8,081,000 | -10.3% | 190,804 | -4.4% | 3.12% | -8.0% |
| Q2 2022 | $9,005,000 | -12.0% | 199,588 | +5.1% | 3.40% | -5.1% |
| Q1 2022 | $10,231,000 | +5.8% | 189,990 | +123.7% | 3.58% | +4.0% |
| Q4 2021 | $9,668,000 | +11.8% | 84,942 | +2.2% | 3.44% | +0.7% |
| Q3 2021 | $8,650,000 | +175.0% | 83,151 | +174.9% | 3.42% | +108.7% |
| Q2 2021 | $3,145,000 | +8.2% | 30,250 | -0.0% | 1.64% | -1.3% |
| Q1 2021 | $2,906,000 | +5.6% | 30,252 | +0.0% | 1.66% | -3.4% |
| Q4 2020 | $2,751,000 | +11.5% | 30,251 | -1.1% | 1.72% | -5.2% |
| Q3 2020 | $2,467,000 | +30.3% | 30,592 | +19.7% | 1.81% | +20.2% |
| Q2 2020 | $1,894,000 | +109.3% | 25,554 | +73.1% | 1.51% | +67.6% |
| Q1 2020 | $905,000 | – | 14,762 | – | 0.90% | – |
Download | ||||||
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% |