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 | $1,219 | -3.6% | 24,082 | -0.3% | 1.34% | +3.1% |
| Q2 2023 | $1,265 | +6.8% | 24,153 | -1.4% | 1.30% | -6.7% |
| Q1 2023 | $1,185 | -3.4% | 24,493 | -9.9% | 1.39% | -5.0% |
| Q4 2022 | $1,227 | -99.9% | 27,176 | -24.7% | 1.47% | -12.2% |
| Q3 2022 | $1,529,000 | -8.2% | 36,096 | -3.2% | 1.67% | -2.1% |
| Q2 2022 | $1,666,000 | -34.9% | 37,306 | -21.5% | 1.71% | -11.1% |
| Q1 2022 | $2,559,000 | -13.8% | 47,512 | +82.2% | 1.92% | +1.4% |
| Q4 2021 | $2,968,000 | – | 26,078 | – | 1.89% | – |
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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% |