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 | $866,668 | +3.5% | 13,489 | -0.0% | 0.19% | +3.8% |
| Q1 2024 | $837,438 | +11.8% | 13,494 | +1.6% | 0.18% | -1.6% |
| Q4 2023 | $748,992 | +17.4% | 13,280 | +5.3% | 0.19% | +3.9% |
| Q3 2023 | $637,914 | -3.3% | 12,607 | +0.1% | 0.18% | +4.7% |
| Q2 2023 | $659,443 | +5.9% | 12,592 | -2.2% | 0.17% | -1.2% |
| Q1 2023 | $622,860 | +9.6% | 12,877 | +2.3% | 0.17% | +7.5% |
| Q4 2022 | $568,439 | +13.2% | 12,590 | +11.5% | 0.16% | +8.1% |
| Q3 2022 | $502,000 | +0.4% | 11,289 | +0.8% | 0.15% | 0.0% |
| Q2 2022 | $500,000 | -25.5% | 11,195 | -10.1% | 0.15% | -2.6% |
| Q1 2022 | $671,000 | -4.4% | 12,458 | +102.0% | 0.15% | +3.4% |
| Q4 2021 | $702,000 | +2.2% | 6,168 | -6.6% | 0.15% | -6.3% |
| Q3 2021 | $687,000 | +17.6% | 6,602 | +17.5% | 0.16% | +18.8% |
| Q2 2021 | $584,000 | +16.8% | 5,620 | +8.0% | 0.13% | +8.1% |
| Q1 2021 | $500,000 | +9.2% | 5,204 | +3.3% | 0.12% | +5.1% |
| Q4 2020 | $458,000 | +21.8% | 5,038 | +8.0% | 0.12% | +2.6% |
| Q3 2020 | $376,000 | +35.7% | 4,664 | +24.8% | 0.11% | +23.9% |
| Q2 2020 | $277,000 | +33.2% | 3,738 | +9.9% | 0.09% | +3.4% |
| Q1 2020 | $208,000 | -15.4% | 3,401 | +6.0% | 0.09% | +11.2% |
| Q4 2019 | $246,000 | +17.7% | 3,208 | +8.9% | 0.08% | +11.1% |
| Q3 2019 | $209,000 | – | 2,945 | – | 0.07% | – |
Download | ||||||
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% |