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 | $6,638,678 | +27.5% | 131,199 | +32.0% | 6.46% | +12.9% |
| Q2 2023 | $5,207,149 | -20.5% | 99,430 | -26.6% | 5.73% | -8.5% |
| Q1 2023 | $6,547,934 | +8.1% | 135,372 | +0.9% | 6.26% | +0.8% |
| Q4 2022 | $6,059,967 | +11.5% | 134,219 | +4.5% | 6.21% | -1.9% |
| Q3 2022 | $5,437,000 | -3.7% | 128,383 | +1.5% | 6.33% | +3.4% |
| Q2 2022 | $5,648,000 | -7.2% | 126,473 | +11.9% | 6.12% | +2.6% |
| Q1 2022 | $6,087,000 | +10.3% | 113,029 | +133.0% | 5.97% | +13.4% |
| Q4 2021 | $5,521,000 | – | 48,507 | – | 5.26% | – |
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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% |