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 | $4,618,052 | -1.5% | 91,320 | +2.0% | 3.67% | -2.0% |
| Q2 2023 | $4,687,010 | +3.8% | 89,498 | -4.1% | 3.75% | -4.0% |
| Q1 2023 | $4,515,436 | +1.6% | 93,352 | -5.2% | 3.90% | +19.6% |
| Q4 2022 | $4,445,604 | +1.0% | 98,463 | -2.8% | 3.26% | -9.3% |
| Q3 2022 | $4,402,000 | -11.1% | 101,350 | -7.7% | 3.60% | -1.5% |
| Q2 2022 | $4,954,000 | -16.6% | 109,802 | -0.2% | 3.65% | +10.7% |
| Q1 2022 | $5,940,000 | +0.4% | 109,986 | -0.1% | 3.30% | -11.9% |
| Q4 2021 | $5,919,000 | – | 110,098 | – | 3.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |