SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,056 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $486,887 | +3.5% | 7,578 | 0.0% | 0.03% | +3.0% |
| Q1 2024 | $470,291 | -3.0% | 7,578 | -11.8% | 0.03% | -17.5% |
| Q4 2023 | $484,589 | +27.3% | 8,592 | +14.2% | 0.04% | +21.2% |
| Q3 2023 | $380,664 | +22.1% | 7,523 | +26.4% | 0.03% | +26.9% |
| Q2 2023 | $311,758 | +25.5% | 5,953 | +16.0% | 0.03% | +18.2% |
| Q1 2023 | $248,331 | +117037.3% | 5,134 | +9.5% | 0.02% | +15.8% |
| Q4 2022 | $212 | -99.9% | 4,690 | -29.9% | 0.02% | -29.6% |
| Q3 2022 | $283,000 | -11.8% | 6,690 | -7.0% | 0.03% | -3.6% |
| Q2 2022 | $321,000 | -17.1% | 7,190 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $387,000 | -5.4% | 7,190 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $409,000 | +85.1% | 3,595 | -2.1% | 0.03% | +21.7% |
| Q3 2017 | $221,000 | -0.9% | 3,673 | -7.5% | 0.02% | -11.5% |
| Q1 2017 | $223,000 | +5.7% | 3,970 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $211,000 | +2.9% | 3,970 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $205,000 | – | 3,970 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |