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 | $31,405,640 | -2.0% | 620,665 | +1.4% | 3.61% | -0.7% |
Q2 2023 | $32,044,863 | +14.1% | 611,893 | +5.4% | 3.63% | +7.5% |
Q1 2023 | $28,093,416 | -16.7% | 580,802 | -22.2% | 3.38% | -24.0% |
Q4 2022 | $33,706,799 | +6.8% | 746,551 | +0.2% | 4.45% | -4.1% |
Q3 2022 | $31,560,000 | +0.3% | 745,219 | +5.8% | 4.64% | +0.8% |
Q2 2022 | $31,470,000 | -15.2% | 704,658 | +2.2% | 4.60% | -2.5% |
Q1 2022 | $37,118,000 | +7.6% | 689,286 | +127.5% | 4.72% | +3.2% |
Q4 2021 | $34,491,000 | +26.5% | 303,027 | +15.7% | 4.57% | -7.0% |
Q3 2021 | $27,255,000 | +7.7% | 261,995 | +7.6% | 4.91% | +7.3% |
Q2 2021 | $25,316,000 | +19.6% | 243,498 | +10.4% | 4.58% | -0.7% |
Q1 2021 | $21,174,000 | +15.7% | 220,493 | +9.6% | 4.61% | +44.2% |
Q4 2020 | $18,303,000 | – | 201,245 | – | 3.20% | – |
Download |
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% |