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 | $19,228 | -3.4% | 380,000 | 0.0% | 3.11% | +9.8% |
| Q2 2023 | $19,901 | +8.3% | 380,000 | 0.0% | 2.84% | +11.7% |
| Q1 2023 | $18,381 | +7.1% | 380,000 | 0.0% | 2.54% | +18.7% |
| Q4 2022 | $17,157 | -99.9% | 380,000 | -34.1% | 2.14% | -30.4% |
| Q3 2022 | $24,432,000 | -5.2% | 576,900 | 0.0% | 3.07% | -4.2% |
| Q2 2022 | $25,764,000 | -17.5% | 576,900 | -0.5% | 3.21% | -1.3% |
| Q1 2022 | $31,233,000 | +174.4% | 580,000 | +480.0% | 3.25% | +184.4% |
| Q4 2021 | $11,382,000 | +9.4% | 100,000 | 0.0% | 1.14% | +5.2% |
| Q3 2021 | $10,403,000 | +0.1% | 100,000 | +195.0% | 1.09% | -7.6% |
| Q2 2021 | $10,397,000 | +8.3% | 33,894 | -66.1% | 1.18% | -3.5% |
| Q1 2021 | $9,603,000 | – | 100,000 | – | 1.22% | – |
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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% |