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 | $4,053,200 | +25.1% | 62,934 | +20.5% | 0.10% | +18.8% |
| Q1 2024 | $3,240,366 | +14.9% | 52,213 | +4.4% | 0.08% | -27.3% |
| Q4 2023 | $2,820,929 | +18.2% | 50,016 | +6.1% | 0.11% | +4.8% |
| Q3 2023 | $2,385,767 | +9.8% | 47,150 | +13.6% | 0.10% | +2.9% |
| Q2 2023 | $2,173,213 | +40.4% | 41,497 | +29.7% | 0.10% | -1.0% |
| Q1 2023 | $1,548,037 | +0.0% | 32,004 | -6.6% | 0.10% | -6.4% |
| Q4 2022 | $1,547,873 | +16.1% | 34,283 | +8.9% | 0.11% | +1.9% |
| Q3 2022 | $1,333,000 | +210.7% | 31,480 | +227.8% | 0.11% | +176.9% |
| Q2 2022 | $429,000 | -16.4% | 9,604 | +0.8% | 0.04% | -7.1% |
| Q1 2022 | $513,000 | – | 9,530 | – | 0.04% | – |
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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% |