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 | $320,298 | -3.4% | 6,330 | 0.0% | 0.20% | -2.5% |
| Q2 2023 | $331,502 | +8.3% | 6,330 | 0.0% | 0.20% | 0.0% |
| Q1 2023 | $306,182 | +7.1% | 6,330 | 0.0% | 0.20% | 0.0% |
| Q4 2022 | $285,800 | +6.6% | 6,330 | 0.0% | 0.20% | +0.5% |
| Q3 2022 | $268,000 | -5.3% | 6,330 | 0.0% | 0.20% | 0.0% |
| Q2 2022 | $283,000 | -17.0% | 6,330 | 0.0% | 0.20% | -3.9% |
| Q1 2022 | $341,000 | -5.3% | 6,330 | +100.0% | 0.21% | -3.3% |
| Q4 2021 | $360,000 | +9.4% | 3,165 | 0.0% | 0.21% | +1.9% |
| Q3 2021 | $329,000 | 0.0% | 3,165 | 0.0% | 0.21% | +1.0% |
| Q2 2021 | $329,000 | -16.3% | 3,165 | -22.6% | 0.21% | -22.1% |
| Q1 2021 | $393,000 | +5.6% | 4,091 | +0.0% | 0.27% | -1.1% |
| Q4 2020 | $372,000 | – | 4,090 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |