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 | $24,661,358 | -17.8% | 487,378 | -14.9% | 0.51% | -26.7% |
| Q2 2023 | $30,003,882 | +2.7% | 572,919 | -5.1% | 0.70% | -1.1% |
| Q1 2023 | $29,214,086 | +11.0% | 603,970 | +3.6% | 0.70% | +4.0% |
| Q4 2022 | $26,318,098 | +2.4% | 582,902 | -3.9% | 0.68% | -2.3% |
| Q3 2022 | $25,690,000 | -4.3% | 606,626 | +0.9% | 0.69% | +1.0% |
| Q2 2022 | $26,842,000 | -11.1% | 601,031 | +7.1% | 0.69% | +3.9% |
| Q1 2022 | $30,209,000 | -30.4% | 560,977 | +47.0% | 0.66% | -23.6% |
| Q4 2021 | $43,432,000 | – | 381,597 | – | 0.86% | – |
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% |