SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 726 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,857,032 | +7.1% | 203,784 | 0.0% | 3.00% | +36.3% |
| Q4 2022 | $9,200,848 | +6.6% | 203,784 | 0.0% | 2.20% | +88.2% |
| Q3 2022 | $8,630,252 | -5.2% | 203,784 | 0.0% | 1.17% | -10.3% |
| Q2 2022 | $9,100,993 | +65.9% | 203,784 | +100.0% | 1.30% | -64.9% |
| Q1 2022 | $5,486,884 | -52.7% | 101,892 | 0.0% | 3.71% | -43.5% |
| Q4 2021 | $11,597,347 | +9.4% | 101,892 | 0.0% | 6.57% | +111.3% |
| Q3 2021 | $10,599,825 | +0.1% | 101,892 | 0.0% | 3.11% | +109.0% |
| Q2 2021 | $10,593,711 | +8.3% | 101,892 | 0.0% | 1.49% | -59.2% |
| Q1 2021 | $9,784,689 | +5.6% | 101,892 | 0.0% | 3.64% | -31.5% |
| Q4 2020 | $9,267,077 | +12.8% | 101,892 | 0.0% | 5.32% | -7.1% |
| Q3 2020 | $8,215,552 | +8.8% | 101,892 | 0.0% | 5.73% | +27.0% |
| Q2 2020 | $7,550,197 | +21.0% | 101,892 | 0.0% | 4.51% | +31.0% |
| Q1 2020 | $6,240,885 | -5.6% | 101,892 | +18.3% | 3.44% | +2.4% |
| Q4 2019 | $6,613,011 | – | 86,096 | – | 3.36% | – |
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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% |