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 | $2,323 | -4.6% | 45,907 | -1.2% | 0.98% | +0.8% |
| Q2 2023 | $2,434 | +6.7% | 46,485 | -1.5% | 0.97% | +1.6% |
| Q1 2023 | $2,282 | +7.8% | 47,182 | +0.6% | 0.96% | +1.8% |
| Q4 2022 | $2,117 | -99.9% | 46,883 | +2.1% | 0.94% | +3.4% |
| Q3 2022 | $1,945,000 | -10.2% | 45,922 | +3.4% | 0.91% | +4.0% |
| Q2 2022 | $2,165,000 | -9.4% | 44,407 | +0.1% | 0.88% | +0.2% |
| Q1 2022 | $2,389,000 | -8.4% | 44,360 | +93.6% | 0.87% | -6.4% |
| Q4 2021 | $2,608,000 | +12.6% | 22,916 | +2.9% | 0.93% | +8.5% |
| Q3 2021 | $2,317,000 | -4.1% | 22,275 | -4.2% | 0.86% | -4.2% |
| Q2 2021 | $2,417,000 | +6.7% | 23,245 | -1.5% | 0.90% | +14.4% |
| Q1 2021 | $2,265,000 | +15.9% | 23,590 | +9.8% | 0.78% | +2.5% |
| Q4 2020 | $1,954,000 | +23.7% | 21,483 | +9.7% | 0.77% | +7.1% |
| Q3 2020 | $1,580,000 | – | 19,592 | – | 0.72% | – |
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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% |