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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,260,000 | -90.7% | 134,821 | -80.4% | 6.43% | -86.4% |
| Q4 2021 | $78,156,000 | +20.1% | 686,661 | +9.8% | 47.11% | +5.4% |
| Q3 2021 | $65,071,000 | +27.7% | 625,500 | +27.7% | 44.70% | +22.2% |
| Q2 2021 | $50,941,000 | +40.7% | 489,956 | +30.6% | 36.59% | +24.5% |
| Q1 2021 | $36,193,000 | +18.0% | 375,142 | +11.2% | 29.39% | +11.4% |
| Q4 2020 | $30,685,000 | – | 337,390 | – | 26.38% | – |
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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% |