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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $400,440 | -22.8% | 7,100 | -30.7% | 0.18% | -32.3% |
| Q3 2023 | $518,450 | -14.7% | 10,246 | -11.7% | 0.26% | -17.2% |
| Q2 2023 | $607,492 | +3258.2% | 11,600 | +3001.6% | 0.31% | +2754.5% |
| Q1 2023 | $18,090 | +13.1% | 374 | +1.1% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -62.8% | 370 | -61.5% | 0.01% | -59.3% |
| Q2 2022 | $43,000 | -24.6% | 960 | -9.1% | 0.03% | -15.6% |
| Q1 2022 | $57,000 | +2750.0% | 1,056 | +6111.8% | 0.03% | +1500.0% |
| Q4 2020 | $2,000 | – | 17 | – | 0.00% | – |
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% |