SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 726 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,833,885 | +3.9% | 339,827 | +0.3% | 3.34% | +1.6% |
| Q1 2024 | $21,019,659 | +2.6% | 338,699 | -6.8% | 3.28% | -6.9% |
| Q4 2023 | $20,494,462 | +15.7% | 363,377 | +3.8% | 3.53% | +5.7% |
| Q3 2023 | $17,717,034 | -1.2% | 350,139 | +2.2% | 3.34% | +0.9% |
| Q2 2023 | $17,941,124 | +109.4% | 342,584 | +93.4% | 3.30% | +91.9% |
| Q1 2023 | $8,567,052 | -18.9% | 177,115 | -24.3% | 1.72% | -23.4% |
| Q4 2022 | $10,568,803 | +344.6% | 234,082 | +795.7% | 2.25% | +232.4% |
| Q3 2022 | $2,377,000 | -60.6% | 26,133 | -80.6% | 0.68% | -48.1% |
| Q2 2022 | $6,029,000 | -2.2% | 134,990 | +17.9% | 1.30% | -1.3% |
| Q1 2022 | $6,166,000 | +14.9% | 114,512 | +142.8% | 1.32% | +16.5% |
| Q4 2021 | $5,368,000 | +9.4% | 47,161 | 0.0% | 1.13% | -12.4% |
| Q3 2021 | $4,906,000 | +0.1% | 47,161 | 0.0% | 1.29% | +6.6% |
| Q2 2021 | $4,903,000 | +95.4% | 47,161 | +80.5% | 1.21% | +96.1% |
| Q1 2021 | $2,509,000 | +5.6% | 26,133 | 0.0% | 0.62% | -9.8% |
| Q4 2020 | $2,377,000 | +12.8% | 26,133 | 0.0% | 0.69% | +1.8% |
| Q3 2020 | $2,107,000 | +8.8% | 26,133 | 0.0% | 0.67% | +16.2% |
| Q2 2020 | $1,936,000 | – | 26,133 | – | 0.58% | – |
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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% |