SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 957 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $276 | +7.8% | 4,288 | +3.9% | 0.04% | +5.4% |
| Q1 2024 | $256 | +9.9% | 4,128 | 0.0% | 0.04% | -2.6% |
| Q4 2023 | $233 | +6.4% | 4,128 | -4.6% | 0.04% | -2.6% |
| Q3 2023 | $219 | -3.5% | 4,328 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $227 | +8.6% | 4,328 | 0.0% | 0.04% | +2.6% |
| Q1 2023 | $209 | -100.0% | 4,328 | -91.4% | 0.04% | -92.8% |
| Q1 2022 | $2,701,000 | -5.1% | 50,153 | +100.5% | 0.53% | -10.5% |
| Q4 2021 | $2,847,000 | -0.8% | 25,010 | -9.4% | 0.59% | -9.4% |
| Q3 2021 | $2,871,000 | -14.3% | 27,600 | -14.4% | 0.65% | -14.6% |
| Q2 2021 | $3,352,000 | -1.2% | 32,239 | -8.8% | 0.76% | -6.6% |
| Q1 2021 | $3,393,000 | -1.9% | 35,338 | -7.0% | 0.82% | -7.3% |
| Q4 2020 | $3,457,000 | +2.4% | 38,011 | -9.2% | 0.88% | -10.9% |
| Q3 2020 | $3,375,000 | +6.3% | 41,861 | -2.3% | 0.99% | +1.4% |
| Q2 2020 | $3,175,000 | – | 42,845 | – | 0.97% | – |
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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% |