SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 869 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $809,550 | +3.5% | 12,600 | 0.0% | 0.08% | +53.1% |
| Q1 2024 | $781,956 | +10.0% | 12,600 | 0.0% | 0.05% | -10.9% |
| Q4 2023 | $710,640 | +11.5% | 12,600 | 0.0% | 0.06% | -5.2% |
| Q3 2023 | $637,560 | -3.4% | 12,600 | 0.0% | 0.06% | +3.6% |
| Q2 2023 | $659,862 | +8.3% | 12,600 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $609,462 | +7.1% | 12,600 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $568,890 | +6.5% | 12,600 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $534,000 | -5.2% | 12,600 | 0.0% | 0.06% | +21.3% |
| Q2 2022 | $563,000 | -17.1% | 12,600 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $679,000 | -5.3% | 12,600 | +100.0% | 0.05% | -2.1% |
| Q4 2021 | $717,000 | +9.5% | 6,300 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $655,000 | +33.9% | 6,300 | +34.0% | 0.05% | +37.1% |
| Q2 2021 | $489,000 | – | 4,700 | – | 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% |