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 | $382,047 | +13.3% | 5,946 | +9.4% | 0.02% | +45.5% |
| Q1 2024 | $337,188 | +11.1% | 5,433 | +0.9% | 0.01% | -26.7% |
| Q4 2023 | $303,520 | +16.3% | 5,382 | +4.3% | 0.02% | +15.4% |
| Q3 2023 | $260,995 | -3.4% | 5,158 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $270,124 | +16.9% | 5,158 | -0.1% | 0.01% | +8.3% |
| Q2 2022 | $231,000 | +13.8% | 5,162 | +36.8% | 0.01% | +33.3% |
| Q1 2022 | $203,000 | -9.0% | 3,774 | +92.4% | 0.01% | -10.0% |
| Q4 2021 | $223,000 | – | 1,962 | – | 0.01% | – |
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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% |