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 | $810,252 | -25.0% | 12,611 | -27.5% | 0.03% | -29.7% |
| Q1 2024 | $1,080,149 | +6.8% | 17,405 | -3.0% | 0.04% | -5.1% |
| Q4 2023 | $1,011,577 | +7.6% | 17,936 | -3.4% | 0.04% | -7.1% |
| Q3 2023 | $939,709 | -42.2% | 18,571 | -40.2% | 0.04% | -41.7% |
| Q2 2023 | $1,626,985 | -2.8% | 31,067 | -10.2% | 0.07% | -12.2% |
| Q1 2023 | $1,673,274 | -40.1% | 34,593 | -39.5% | 0.08% | -41.8% |
| Q4 2022 | $2,793,506 | -12.7% | 57,150 | -19.4% | 0.14% | -22.5% |
| Q3 2022 | $3,201,000 | -6.7% | 70,922 | +1.3% | 0.18% | -8.1% |
| Q2 2022 | $3,431,000 | +349.1% | 69,980 | +638.9% | 0.20% | +85.0% |
| Q3 2020 | $764,000 | +15.6% | 9,471 | +6.1% | 0.11% | +3.9% |
| Q2 2020 | $661,000 | +33.0% | 8,923 | +9.9% | 0.10% | +10.8% |
| Q1 2020 | $497,000 | – | 8,122 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,628,925 | $252,428,000 | 49.64% |
| Northwest Quadrant Wealth Management, LLC | 586,549 | $39,287,000 | 24.15% |
| Pacific Edge Advisors, LLC | 612,186 | $42,584,000 | 23.51% |
| EVERMAY WEALTH MANAGEMENT LLC | 958,407 | $66,667,000 | 20.81% |
| ACCESS FINANCIAL SERVICES, INC. | 418,360 | $29,101,000 | 19.97% |
| AT Bancorp | 2,556,595 | $177,837,000 | 19.18% |
| HBK Sorce Advisory LLC | 2,427,193 | $168,836,000 | 19.03% |
| Apriem Advisors | 1,234,560 | $85,876,000 | 18.80% |
| Delphi Private Advisors LLC | 78,167 | $5,437,000 | 18.53% |
| Financial Management Professionals, Inc. | 676,651 | $47,068,000 | 18.28% |