SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,161 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 1.4%.
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 | 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% |