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 | $280,830 | -6.7% | 5,550 | -3.5% | 0.11% | -7.6% |
| Q2 2023 | $301,128 | +8.9% | 5,750 | +0.6% | 0.12% | +3.5% |
| Q1 2023 | $276,435 | -44.4% | 5,715 | -48.1% | 0.11% | -49.1% |
| Q4 2022 | $497,327 | -23.8% | 11,015 | -28.5% | 0.22% | -31.1% |
| Q3 2022 | $653,000 | -55.3% | 15,415 | -52.8% | 0.32% | -48.6% |
| Q2 2022 | $1,460,000 | +310.1% | 32,689 | +395.0% | 0.63% | +364.7% |
| Q1 2022 | $356,000 | -35.6% | 6,604 | +36.0% | 0.14% | -37.6% |
| Q4 2021 | $553,000 | +9.1% | 4,856 | -0.5% | 0.22% | 0.0% |
| Q3 2021 | $507,000 | -23.8% | 4,878 | -23.8% | 0.22% | -23.2% |
| Q2 2021 | $665,000 | -34.0% | 6,398 | -39.0% | 0.28% | -42.3% |
| Q1 2021 | $1,008,000 | -8.6% | 10,497 | -13.4% | 0.49% | -19.7% |
| Q4 2020 | $1,103,000 | – | 12,125 | – | 0.61% | – |
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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% |