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 | $24,118,669 | -3.8% | 476,654 | -0.4% | 17.27% | +0.1% |
| Q2 2023 | $25,067,948 | +8.7% | 478,670 | +0.4% | 17.25% | +4.0% |
| Q1 2023 | $23,059,817 | +6.7% | 476,738 | -0.4% | 16.58% | +4.6% |
| Q4 2022 | $21,618,046 | +13.1% | 478,805 | +6.1% | 15.86% | -1.2% |
| Q3 2022 | $19,116,000 | -5.0% | 451,384 | +0.2% | 16.05% | +1.1% |
| Q2 2022 | $20,125,000 | -8.9% | 450,630 | +9.8% | 15.87% | -7.4% |
| Q1 2022 | $22,100,000 | – | 410,383 | – | 17.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |