SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,056 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $271,521 | +3.5% | 4,226 | 0.0% | 0.07% | -1.4% |
| Q1 2024 | $262,266 | +10.0% | 4,226 | 0.0% | 0.07% | +6.2% |
| Q4 2023 | $238,347 | +11.5% | 4,226 | 0.0% | 0.06% | -7.1% |
| Q3 2023 | $213,836 | -3.4% | 4,226 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $221,316 | +8.3% | 4,226 | 0.0% | 0.07% | +9.2% |
| Q1 2023 | $204,412 | +106922.0% | 4,226 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $191 | -99.9% | 4,226 | 0.0% | 0.06% | +3.2% |
| Q3 2022 | $179,000 | – | 4,226 | – | 0.06% | – |
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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% |