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 | 8,116,431 | $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% |