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 | $439,489 | -8.2% | 8,686 | -5.0% | 0.31% | +10.5% |
| Q2 2023 | $478,900 | -5.8% | 9,145 | -13.0% | 0.28% | -23.9% |
| Q1 2023 | $508,253 | -8.3% | 10,508 | -14.4% | 0.36% | -19.8% |
| Q4 2022 | $553,965 | -1.4% | 12,269 | -7.5% | 0.45% | -23.3% |
| Q3 2022 | $562,000 | -11.9% | 13,266 | -7.1% | 0.59% | -9.6% |
| Q2 2022 | $638,000 | +10.2% | 14,285 | +32.8% | 0.66% | +68.8% |
| Q1 2022 | $579,000 | +2.3% | 10,753 | +116.4% | 0.39% | -13.6% |
| Q4 2021 | $566,000 | – | 4,970 | – | 0.45% | – |
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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% |