SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,023 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $416,783 | +3.5% | 6,487 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $402,576 | +10.0% | 6,487 | 0.0% | 0.03% | +4.0% |
| Q4 2023 | $365,861 | +11.5% | 6,487 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $328,237 | -3.4% | 6,487 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $339,718 | +8.3% | 6,487 | 0.0% | 0.03% | +3.8% |
| Q1 2023 | $313,771 | +0.8% | 6,487 | -5.9% | 0.03% | -7.1% |
| Q4 2022 | $311,395 | -35.3% | 6,897 | -39.2% | 0.03% | -42.9% |
| Q3 2022 | $481,000 | -5.1% | 11,347 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $507,000 | – | 11,347 | – | 0.05% | – |
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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% |