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 | $285 | -2.7% | 5,637 | +0.9% | 0.02% | -3.8% |
Q2 2023 | $293 | +2.4% | 5,588 | -5.6% | 0.03% | +13.0% |
Q1 2023 | $286 | +7.5% | 5,917 | +0.5% | 0.02% | -8.0% |
Q4 2022 | $266 | -99.8% | 5,888 | +134.1% | 0.02% | +150.0% |
Q3 2022 | $107,000 | -33.1% | 2,515 | -30.0% | 0.01% | -37.5% |
Q2 2022 | $160,000 | -56.9% | 3,592 | -47.8% | 0.02% | -44.8% |
Q1 2022 | $371,000 | -44.8% | 6,884 | +16.5% | 0.03% | -43.1% |
Q4 2021 | $672,000 | +4.3% | 5,908 | -4.6% | 0.05% | -5.6% |
Q3 2021 | $644,000 | -2.3% | 6,194 | -2.3% | 0.05% | -1.8% |
Q2 2021 | $659,000 | +56.9% | 6,342 | +45.0% | 0.06% | +34.1% |
Q1 2021 | $420,000 | +300.0% | 4,374 | +278.0% | 0.04% | +272.7% |
Q4 2020 | $105,000 | +26.5% | 1,157 | -9.0% | 0.01% | 0.0% |
Q2 2018 | $83,000 | – | 1,271 | – | 0.01% | – |
Download |
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% |