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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $426,372 | -36.4% | 6,636 | -38.6% | 0.03% | -37.3% |
| Q1 2024 | $670,546 | +22.3% | 10,805 | +11.1% | 0.05% | +13.3% |
| Q4 2023 | $548,472 | +19.1% | 9,725 | +6.9% | 0.04% | +4.7% |
| Q3 2023 | $460,435 | +128.3% | 9,099 | +136.2% | 0.04% | +138.9% |
| Q2 2023 | $201,721 | -22.2% | 3,852 | -28.1% | 0.02% | -25.0% |
| Q1 2023 | $259,245 | +0.2% | 5,360 | -6.5% | 0.02% | -7.7% |
| Q4 2022 | $258,772 | +6.5% | 5,731 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $243,000 | -25.0% | 5,731 | -21.1% | 0.03% | -20.6% |
| Q2 2022 | $324,000 | -23.4% | 7,263 | -7.6% | 0.03% | -5.6% |
| Q1 2022 | $423,000 | -6.2% | 7,863 | +98.5% | 0.04% | -5.3% |
| Q4 2021 | $451,000 | +10.8% | 3,961 | +1.3% | 0.04% | -2.6% |
| Q3 2021 | $407,000 | -4.0% | 3,912 | -4.1% | 0.04% | +18.2% |
| Q2 2021 | $424,000 | +7.1% | 4,080 | -1.1% | 0.03% | -17.5% |
| Q1 2021 | $396,000 | +33.8% | 4,125 | +26.7% | 0.04% | +17.6% |
| Q4 2020 | $296,000 | +8.0% | 3,256 | -4.1% | 0.03% | -15.0% |
| Q3 2020 | $274,000 | +8.7% | 3,396 | 0.0% | 0.04% | -4.8% |
| Q2 2020 | $252,000 | +18.9% | 3,396 | -1.7% | 0.04% | 0.0% |
| Q1 2020 | $212,000 | -34.6% | 3,456 | -18.1% | 0.04% | -17.6% |
| Q4 2019 | $324,000 | +8.0% | 4,219 | -0.4% | 0.05% | 0.0% |
| Q3 2019 | $300,000 | +13.6% | 4,234 | +12.7% | 0.05% | +10.9% |
| Q2 2019 | $264,000 | -1.5% | 3,756 | -5.3% | 0.05% | -2.1% |
| Q1 2019 | $268,000 | +9.4% | 3,965 | -3.5% | 0.05% | -6.0% |
| Q4 2018 | $245,000 | -18.6% | 4,110 | -4.9% | 0.05% | -12.3% |
| Q3 2018 | $301,000 | -1.6% | 4,321 | -8.3% | 0.06% | -8.1% |
| Q2 2018 | $306,000 | +2.7% | 4,714 | -0.2% | 0.06% | +3.3% |
| Q1 2018 | $298,000 | -1.7% | 4,722 | -0.7% | 0.06% | 0.0% |
| Q4 2017 | $303,000 | – | 4,753 | – | 0.06% | – |
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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% |