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 | $1,517,747 | +2.8% | 29,995 | +6.3% | 1.43% | +8.1% |
| Q2 2023 | $1,477,096 | +11.3% | 28,205 | +2.8% | 1.32% | +10.6% |
| Q1 2023 | $1,327,031 | +11.1% | 27,435 | +3.7% | 1.20% | +10.2% |
| Q4 2022 | $1,194,443 | +8.1% | 26,455 | +1.4% | 1.08% | +0.2% |
| Q3 2022 | $1,105,000 | +5.1% | 26,100 | +10.9% | 1.08% | +13.3% |
| Q2 2022 | $1,051,000 | -17.0% | 23,530 | 0.0% | 0.96% | -1.4% |
| Q1 2022 | $1,267,000 | +15.9% | 23,530 | +145.0% | 0.97% | +20.8% |
| Q4 2021 | $1,093,000 | +16.3% | 9,605 | +6.3% | 0.80% | +8.5% |
| Q3 2021 | $940,000 | +16.5% | 9,035 | +16.4% | 0.74% | +19.4% |
| Q2 2021 | $807,000 | +17.1% | 7,760 | +8.1% | 0.62% | +9.0% |
| Q1 2021 | $689,000 | +87.7% | 7,180 | +77.7% | 0.57% | +60.5% |
| Q4 2020 | $367,000 | – | 4,040 | – | 0.35% | – |
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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% |