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 | $55,355,052 | +2.1% | 859,160 | -1.6% | 0.93% | -33.3% |
| Q1 2024 | $54,203,539 | +11.3% | 873,405 | +1.1% | 1.39% | +5.5% |
| Q4 2023 | $48,714,158 | +17.4% | 863,726 | +5.3% | 1.32% | -10.1% |
| Q3 2023 | $41,508,446 | +6.7% | 820,325 | +10.4% | 1.47% | +10.5% |
| Q2 2023 | $38,899,660 | +2.0% | 742,785 | -5.8% | 1.33% | -1.3% |
| Q1 2023 | $38,134,503 | +18872.4% | 788,392 | +20985.6% | 1.35% | +13360.0% |
| Q1 2022 | $201,000 | -24.2% | 3,739 | +46.6% | 0.01% | -28.6% |
| Q2 2021 | $265,000 | – | 2,550 | – | 0.01% | – |
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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% |