SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 949 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,993,998 | +1.1% | 108,856 | -2.3% | 0.50% | -1.8% |
| Q1 2024 | $6,915,035 | -3.2% | 111,425 | -12.0% | 0.51% | -10.9% |
| Q4 2023 | $7,141,368 | +10.3% | 126,620 | -1.0% | 0.57% | +2.0% |
| Q3 2023 | $6,474,523 | -7.2% | 127,955 | -4.0% | 0.56% | -3.5% |
| Q2 2023 | $6,979,402 | +5.0% | 133,271 | -3.0% | 0.58% | +1.8% |
| Q1 2023 | $6,644,780 | +9.7% | 137,374 | +2.4% | 0.57% | +3.5% |
| Q4 2022 | $6,059,626 | -9.7% | 134,211 | -15.3% | 0.55% | -14.0% |
| Q3 2022 | $6,708,000 | -4.1% | 158,394 | +1.1% | 0.64% | +1.8% |
| Q2 2022 | $6,997,000 | +10.9% | 156,679 | +33.8% | 0.63% | +27.8% |
| Q1 2022 | $6,307,000 | -4.4% | 117,130 | +102.2% | 0.49% | -1.0% |
| Q4 2021 | $6,594,000 | +6.0% | 57,935 | -3.1% | 0.50% | -1.8% |
| Q3 2021 | $6,223,000 | +1.9% | 59,817 | +1.8% | 0.50% | -2.1% |
| Q2 2021 | $6,109,000 | +18.9% | 58,758 | +9.9% | 0.52% | +11.2% |
| Q1 2021 | $5,136,000 | +6.1% | 53,485 | +0.5% | 0.46% | +1.3% |
| Q4 2020 | $4,839,000 | +13.3% | 53,208 | +0.5% | 0.46% | +3.6% |
| Q3 2020 | $4,271,000 | +7.8% | 52,965 | -0.9% | 0.44% | +1.1% |
| Q2 2020 | $3,961,000 | +1207.3% | 53,460 | +980.0% | 0.44% | +1017.9% |
| Q1 2020 | $303,000 | – | 4,950 | – | 0.04% | – |
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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% |