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 | $1,949,972 | -7.0% | 38,537 | -3.8% | 0.22% | -4.4% |
| Q2 2023 | $2,097,366 | -7.2% | 40,049 | -14.3% | 0.23% | -12.0% |
| Q1 2023 | $2,259,605 | +4.4% | 46,715 | -2.6% | 0.26% | -8.8% |
| Q4 2022 | $2,165,349 | -6.0% | 47,959 | -11.8% | 0.28% | -14.7% |
| Q3 2022 | $2,303,000 | -20.5% | 54,384 | -16.2% | 0.33% | -16.1% |
| Q2 2022 | $2,897,000 | +195.6% | 64,859 | +653.7% | 0.40% | +271.0% |
| Q4 2021 | $980,000 | +48.7% | 8,605 | -8.0% | 0.11% | -39.5% |
| Q2 2019 | $659,000 | -44.6% | 9,349 | -45.3% | 0.18% | -56.9% |
| Q3 2018 | $1,189,000 | -46.6% | 17,093 | -51.0% | 0.41% | -51.2% |
| Q4 2017 | $2,225,000 | -61.5% | 34,894 | -63.8% | 0.84% | -62.5% |
| Q3 2017 | $5,784,000 | – | 96,337 | – | 2.25% | – |
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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% |