SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,146 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,186 | +6.9% | 18,453 | +3.3% | 0.01% | 0.0% |
| Q1 2024 | $1,109 | +430.6% | 17,872 | +332.5% | 0.01% | +366.7% |
| Q3 2023 | $209 | -78.0% | 4,132 | -77.3% | 0.00% | -80.0% |
| Q2 2023 | $952 | +20.1% | 18,185 | +10.9% | 0.02% | +7.1% |
| Q1 2023 | $793 | -99.9% | 16,403 | +7.7% | 0.01% | +16.7% |
| Q4 2022 | $688,000 | -99.8% | 15,232 | +72.8% | 0.01% | +71.4% |
| Q3 2022 | $373,000,000 | +63335.4% | 8,813 | -33.0% | 0.01% | -36.4% |
| Q2 2022 | $588,000 | +16.0% | 13,161 | +39.7% | 0.01% | +22.2% |
| Q1 2022 | $507,000 | -99.9% | 9,424 | +101.4% | 0.01% | 0.0% |
| Q4 2021 | $533,000,000 | +110941.7% | 4,680 | +1.4% | 0.01% | -10.0% |
| Q3 2021 | $480,000 | +1.7% | 4,615 | +1.7% | 0.01% | 0.0% |
| Q2 2021 | $472,000 | -0.4% | 4,536 | -8.1% | 0.01% | -9.1% |
| Q1 2021 | $474,000 | +4.4% | 4,936 | -1.1% | 0.01% | -15.4% |
| Q4 2020 | $454,000 | +4.4% | 4,993 | -7.4% | 0.01% | -13.3% |
| Q3 2020 | $435,000 | +89.1% | 5,390 | +66.4% | 0.02% | +36.4% |
| Q3 2019 | $230,000 | – | 3,239 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,628,925 | $252,428,000 | 49.64% |
| Northwest Quadrant Wealth Management, LLC | 586,549 | $39,287,000 | 24.15% |
| Pacific Edge Advisors, LLC | 612,186 | $42,584,000 | 23.51% |
| EVERMAY WEALTH MANAGEMENT LLC | 958,407 | $66,667,000 | 20.81% |
| ACCESS FINANCIAL SERVICES, INC. | 418,360 | $29,101,000 | 19.97% |
| AT Bancorp | 2,556,595 | $177,837,000 | 19.18% |
| HBK Sorce Advisory LLC | 2,427,193 | $168,836,000 | 19.03% |
| Apriem Advisors | 1,234,560 | $85,876,000 | 18.80% |
| Delphi Private Advisors LLC | 78,167 | $5,437,000 | 18.53% |
| Financial Management Professionals, Inc. | 676,651 | $47,068,000 | 18.28% |