SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 949 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $75,494 | -8.6% | 1,175 | -11.7% | 0.02% | -15.8% |
| Q1 2024 | $82,602 | +24.6% | 1,331 | +13.3% | 0.02% | +11.8% |
| Q4 2023 | $66,270 | -1.2% | 1,175 | -11.4% | 0.02% | -10.5% |
| Q3 2023 | $67,083 | +9.0% | 1,326 | +12.9% | 0.02% | +11.8% |
| Q2 2023 | $61,535 | +8.3% | 1,175 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $56,835 | -42.6% | 1,175 | -49.8% | 0.02% | -46.9% |
| Q3 2022 | $99,000 | -5.7% | 2,340 | 0.0% | 0.03% | -13.5% |
| Q2 2022 | $105,000 | -16.7% | 2,340 | 0.0% | 0.04% | +2.8% |
| Q1 2022 | $126,000 | -5.3% | 2,340 | +100.0% | 0.04% | -5.3% |
| Q4 2021 | $133,000 | +9.0% | 1,170 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $122,000 | +221.1% | 1,170 | +216.2% | 0.04% | +225.0% |
| Q2 2021 | $38,000 | – | 370 | – | 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% |