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 | $871,352 | +3.4% | 13,519 | -0.5% | 0.03% | 0.0% |
Q1 2024 | $842,994 | +10.6% | 13,584 | +0.5% | 0.03% | +3.2% |
Q4 2023 | $762,319 | +58.6% | 13,516 | +42.3% | 0.03% | +47.6% |
Q3 2023 | $480,669 | -6.7% | 9,499 | -3.5% | 0.02% | -4.5% |
Q2 2023 | $515,359 | +75.3% | 9,841 | +80.5% | 0.02% | +83.3% |
Q1 2022 | $294,000 | -4.9% | 5,451 | +100.7% | 0.01% | 0.0% |
Q4 2021 | $309,000 | +9.6% | 2,716 | +0.0% | 0.01% | -7.7% |
Q3 2021 | $282,000 | +0.4% | 2,715 | +0.3% | 0.01% | 0.0% |
Q2 2021 | $281,000 | +8.1% | 2,706 | +0.0% | 0.01% | 0.0% |
Q1 2021 | $260,000 | – | 2,705 | – | 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% |