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 | $716,828 | -14.4% | 14,820 | -20.1% | 0.07% | -52.9% |
| Q4 2022 | $837,169 | +6.4% | 18,542 | -0.2% | 0.14% | -15.7% |
| Q3 2022 | $787,000 | +32.0% | 18,578 | +39.3% | 0.17% | +61.2% |
| Q2 2022 | $596,000 | -10.5% | 13,339 | +7.9% | 0.10% | +51.5% |
| Q1 2022 | $666,000 | +176.3% | 12,361 | +484.2% | 0.07% | +195.7% |
| Q4 2021 | $241,000 | +0.4% | 2,116 | -8.4% | 0.02% | -46.5% |
| Q3 2021 | $240,000 | 0.0% | 2,311 | +0.3% | 0.04% | +59.3% |
| Q2 2021 | $240,000 | +8.6% | 2,305 | +0.3% | 0.03% | +17.4% |
| Q1 2021 | $221,000 | -13.0% | 2,299 | -32.8% | 0.02% | -76.5% |
| Q2 2020 | $254,000 | +21.5% | 3,421 | +0.3% | 0.10% | -7.5% |
| Q1 2020 | $209,000 | -5.4% | 3,410 | +18.6% | 0.11% | -10.9% |
| Q4 2019 | $221,000 | +9.4% | 2,874 | +1.1% | 0.12% | -24.7% |
| Q3 2019 | $202,000 | – | 2,843 | – | 0.16% | – |
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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% |