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 | $2,018 | +4.8% | 39,878 | +8.5% | 0.61% | +6.1% |
| Q2 2023 | $1,925 | +6.1% | 36,762 | -2.0% | 0.57% | -0.9% |
| Q1 2023 | $1,815 | +14.9% | 37,513 | +7.2% | 0.58% | -3.0% |
| Q4 2022 | $1,580 | -99.9% | 34,997 | +6.3% | 0.60% | +7.6% |
| Q3 2022 | $1,394,000 | +3.2% | 32,921 | +8.8% | 0.56% | +17.1% |
| Q2 2022 | $1,351,000 | -14.2% | 30,255 | +3.5% | 0.47% | -10.9% |
| Q1 2022 | $1,575,000 | +21.1% | 29,243 | +155.8% | 0.53% | +36.4% |
| Q4 2021 | $1,301,000 | +7.9% | 11,430 | -1.4% | 0.39% | +4.3% |
| Q3 2021 | $1,206,000 | -1.6% | 11,597 | -1.6% | 0.37% | +2.2% |
| Q2 2021 | $1,226,000 | +22.7% | 11,790 | +13.3% | 0.37% | +16.6% |
| Q1 2021 | $999,000 | – | 10,405 | – | 0.31% | – |
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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% |