SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 957 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $358,644 | +14.0% | 5,582 | +10.1% | 0.02% | +5.0% |
Q1 2024 | $314,644 | +10.0% | 5,070 | 0.0% | 0.02% | 0.0% |
Q4 2023 | $285,948 | +11.5% | 5,070 | 0.0% | 0.02% | -4.8% |
Q3 2023 | $256,542 | -3.4% | 5,070 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $265,516 | -48.8% | 5,070 | -52.7% | 0.02% | -54.3% |
Q1 2023 | $518,526 | +7.1% | 10,720 | 0.0% | 0.05% | -2.1% |
Q4 2022 | $484,008 | -89.3% | 10,720 | 0.0% | 0.05% | -87.7% |
Q3 2022 | $4,539,000 | +849.6% | 10,720 | 0.0% | 0.38% | +647.1% |
Q2 2022 | $478,000 | -95.5% | 10,720 | +1519.3% | 0.05% | -95.1% |
Q1 2022 | $10,728,000 | – | 662 | – | 1.05% | – |
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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% |