SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 869 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,926 | +11.4% | 29,983 | +7.6% | 0.13% | -22.3% |
| Q1 2024 | $1,729 | +2.3% | 27,863 | -7.0% | 0.17% | +22.1% |
| Q4 2023 | $1,690 | +14.0% | 29,971 | +2.3% | 0.14% | -6.2% |
| Q3 2023 | $1,482 | +7.5% | 29,296 | +11.3% | 0.14% | -19.9% |
| Q2 2023 | $1,379 | +10.6% | 26,333 | +2.1% | 0.18% | -1.6% |
| Q1 2023 | $1,247 | +34.4% | 25,780 | +25.4% | 0.18% | +21.1% |
| Q4 2022 | $928 | -99.9% | 20,561 | -13.4% | 0.15% | -20.4% |
| Q3 2022 | $1,005,000 | -10.7% | 23,751 | -5.8% | 0.19% | -7.7% |
| Q2 2022 | $1,125,000 | -25.2% | 25,210 | -9.8% | 0.21% | -15.9% |
| Q1 2022 | $1,505,000 | +5.3% | 27,950 | +122.6% | 0.25% | -18.0% |
| Q4 2021 | $1,429,000 | +67.3% | 12,555 | +52.8% | 0.30% | +44.2% |
| Q3 2021 | $854,000 | +60.5% | 8,215 | +60.4% | 0.21% | +56.4% |
| Q2 2021 | $532,000 | +66.8% | 5,120 | +53.9% | 0.13% | +49.4% |
| Q1 2021 | $319,000 | +57.9% | 3,327 | +49.7% | 0.09% | +41.3% |
| Q4 2020 | $202,000 | – | 2,222 | – | 0.06% | – |
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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% |