SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,176 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.14 and the average weighting 1.3%.
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% | – |
Download | ||||||
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% |