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 | $237,106 | +11.5% | 4,204 | 0.0% | 0.12% | -2.4% |
| Q3 2023 | $212,722 | -3.4% | 4,204 | 0.0% | 0.12% | -2.4% |
| Q2 2023 | $220,163 | +8.3% | 4,204 | 0.0% | 0.13% | -4.5% |
| Q1 2023 | $203,347 | +100566.8% | 4,204 | -6.0% | 0.13% | -11.9% |
| Q4 2022 | $202 | -99.9% | 4,471 | -5.1% | 0.15% | -6.8% |
| Q2 2022 | $210,000 | -13.6% | 4,711 | +4.5% | 0.16% | +11.0% |
| Q1 2022 | $243,000 | – | 4,508 | – | 0.15% | – |
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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% |