SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,030 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $223,441 | -1.1% | 3,622 | -2.8% | 0.05% | -3.9% |
| Q1 2024 | $225,907 | +4.7% | 3,726 | -2.6% | 0.05% | 0.0% |
| Q4 2023 | $215,843 | -24.4% | 3,827 | -32.2% | 0.05% | -31.1% |
| Q3 2023 | $285,435 | -65.8% | 5,641 | -23.0% | 0.07% | -55.7% |
| Q4 2021 | $834,000 | -18.8% | 7,330 | -25.7% | 0.17% | -51.2% |
| Q3 2021 | $1,027,000 | -1.2% | 9,870 | -1.3% | 0.34% | +0.9% |
| Q2 2021 | $1,040,000 | +10.1% | 9,998 | +1.6% | 0.34% | -1.5% |
| Q1 2021 | $945,000 | +13.6% | 9,845 | +7.6% | 0.34% | +5.8% |
| Q4 2020 | $832,000 | +13.2% | 9,148 | +0.3% | 0.32% | -3.0% |
| Q3 2020 | $735,000 | +23.1% | 9,117 | +13.1% | 0.34% | +12.8% |
| Q2 2020 | $597,000 | +32.7% | 8,058 | +9.6% | 0.30% | +14.2% |
| Q1 2020 | $450,000 | -16.2% | 7,354 | +5.3% | 0.26% | +85.7% |
| Q4 2019 | $537,000 | +9.4% | 6,986 | +1.0% | 0.14% | -45.7% |
| Q3 2019 | $491,000 | +30.2% | 6,917 | +28.6% | 0.26% | +91.1% |
| Q2 2019 | $377,000 | – | 5,377 | – | 0.14% | – |
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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% |