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 | $1,610,169 | +12.6% | 25,061 | +8.8% | 1.12% | +15.3% |
| Q1 2024 | $1,430,049 | +7.5% | 23,043 | -2.3% | 0.98% | -1.8% |
| Q4 2023 | $1,329,799 | +13.3% | 23,578 | +1.7% | 0.99% | -4.4% |
| Q3 2023 | $1,173,262 | -12.6% | 23,187 | -9.5% | 1.04% | -10.0% |
| Q2 2023 | $1,341,929 | -66.9% | 25,624 | -69.4% | 1.16% | -54.6% |
| Q1 2023 | $4,050,891 | +12.9% | 83,748 | +5.4% | 2.54% | +8.7% |
| Q4 2022 | $3,588,000 | +3.2% | 79,459 | -3.2% | 2.34% | -7.2% |
| Q3 2022 | $3,478,000 | -1.1% | 82,115 | +4.3% | 2.52% | +6.6% |
| Q2 2022 | $3,517,000 | -15.8% | 78,742 | +1.6% | 2.37% | -0.5% |
| Q1 2022 | $4,175,000 | +12.8% | 77,521 | +138.4% | 2.38% | +18.1% |
| Q4 2021 | $3,702,000 | +16.5% | 32,521 | +6.4% | 2.01% | +6.0% |
| Q3 2021 | $3,179,000 | -2.8% | 30,554 | -2.8% | 1.90% | -4.2% |
| Q2 2021 | $3,269,000 | +42.1% | 31,446 | +31.2% | 1.98% | +30.6% |
| Q1 2021 | $2,301,000 | +33.9% | 23,963 | +26.9% | 1.52% | +23.1% |
| Q4 2020 | $1,718,000 | +13.4% | 18,887 | +0.5% | 1.23% | +1.9% |
| Q3 2020 | $1,515,000 | +13.6% | 18,795 | +4.4% | 1.21% | +3.1% |
| Q2 2020 | $1,334,000 | -13.8% | 18,007 | -28.8% | 1.17% | -25.0% |
| Q1 2020 | $1,548,000 | +19.6% | 25,276 | +50.0% | 1.56% | +35.9% |
| Q4 2019 | $1,294,000 | +26.0% | 16,852 | +16.4% | 1.15% | +19.4% |
| Q3 2019 | $1,027,000 | +3.4% | 14,482 | +2.4% | 0.96% | -9.4% |
| Q2 2019 | $993,000 | +4.6% | 14,145 | +0.8% | 1.06% | +2.6% |
| Q1 2019 | $949,000 | +18.2% | 14,037 | +4.3% | 1.04% | +1.2% |
| Q4 2018 | $803,000 | -30.5% | 13,452 | -19.0% | 1.03% | -18.5% |
| Q3 2018 | $1,156,000 | +2.4% | 16,615 | -4.4% | 1.26% | -4.5% |
| Q2 2018 | $1,129,000 | +13.6% | 17,373 | +10.3% | 1.32% | +9.3% |
| Q1 2018 | $994,000 | +101.2% | 15,754 | +103.5% | 1.21% | +96.6% |
| Q4 2017 | $494,000 | – | 7,740 | – | 0.61% | – |
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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% |