SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,056 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $981,945 | +1.5% | 20,301 | -1.9% | 0.10% | -34.0% |
| Q4 2022 | $967,065 | +13.2% | 20,690 | +7.1% | 0.16% | -56.2% |
| Q3 2022 | $854,000 | -27.6% | 19,324 | -25.9% | 0.36% | -29.4% |
| Q2 2022 | $1,179,000 | +22.7% | 26,061 | +41.3% | 0.51% | +37.4% |
| Q1 2022 | $961,000 | -8.1% | 18,450 | +87.9% | 0.37% | -14.4% |
| Q4 2021 | $1,046,000 | +2.0% | 9,817 | +3.0% | 0.44% | +12.6% |
| Q3 2021 | $1,025,000 | +79.5% | 9,535 | +76.2% | 0.39% | +79.6% |
| Q2 2021 | $571,000 | – | 5,410 | – | 0.22% | – |
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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% |