SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,176 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.14 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,010,507 | +2.9% | 15,727 | -0.6% | 0.06% | -11.0% |
| Q1 2024 | $982,233 | +11.9% | 15,827 | +1.7% | 0.07% | +14.1% |
| Q4 2023 | $878,075 | +105.4% | 15,568 | +84.3% | 0.06% | +77.8% |
| Q3 2023 | $427,528 | -84.4% | 8,449 | -67.8% | 0.04% | -87.8% |
| Q3 2021 | $2,732,000 | -8.8% | 26,263 | -8.8% | 0.29% | -11.7% |
| Q2 2021 | $2,995,000 | +7.1% | 28,810 | -1.1% | 0.33% | -4.3% |
| Q1 2021 | $2,797,000 | +30.8% | 29,136 | +23.9% | 0.35% | +17.6% |
| Q4 2020 | $2,138,000 | – | 23,518 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,629,945 | $209,702,000 | 48.21% |
| EVERMAY WEALTH MANAGEMENT LLC | 974,772 | $56,313,000 | 24.97% |
| HBK Sorce Advisory LLC | 2,548,594 | $147,232,000 | 23.61% |
| Northwest Quadrant Wealth Management, LLC | 384,458 | $22,702,000 | 19.43% |
| AJ WEALTH STRATEGIES, LLC | 842,922 | $48,696,000 | 18.47% |
| ACCESS FINANCIAL SERVICES, INC. | 378,261 | $21,852,000 | 17.91% |
| AT Bancorp | 2,418,656 | $139,726,000 | 16.40% |
| Courage Miller Partners, LLC | 377,199 | $21,791,000 | 14.35% |
| MONEYWISE, INC. | 290,554 | $16,785,000 | 14.30% |
| Apriem Advisors | 930,904 | $53,778,000 | 14.25% |