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 | $3,500,508 | -1.5% | 69,180 | +1.9% | 1.58% | -21.3% |
| Q2 2023 | $3,554,980 | +8.1% | 67,882 | -0.2% | 2.00% | -5.8% |
| Q1 2023 | $3,289,740 | +102962.0% | 68,012 | -3.8% | 2.12% | +10.9% |
| Q4 2022 | $3,192 | -99.9% | 70,706 | -5.8% | 1.92% | -7.9% |
| Q3 2022 | $3,179,000 | -5.1% | 75,059 | +0.0% | 2.08% | -4.8% |
| Q2 2022 | $3,351,000 | -13.7% | 75,039 | +4.1% | 2.19% | -4.0% |
| Q1 2022 | $3,883,000 | -6.8% | 72,106 | +97.0% | 2.28% | -5.4% |
| Q4 2021 | $4,166,000 | – | 36,603 | – | 2.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |