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 | $7,949,921 | +2.8% | 123,734 | -0.7% | 0.02% | 0.0% |
| Q1 2024 | $7,731,077 | +1.3% | 124,574 | -8.0% | 0.02% | -11.5% |
| Q4 2023 | $7,633,996 | +14.9% | 135,353 | +3.1% | 0.03% | 0.0% |
| Q3 2023 | $6,642,366 | -6.4% | 131,271 | -3.1% | 0.03% | -3.7% |
| Q2 2023 | $7,096,964 | +482358.5% | 135,514 | +345.4% | 0.03% | +350.0% |
| Q1 2023 | $1,471 | +9.9% | 30,427 | +2.5% | 0.01% | -14.3% |
| Q4 2022 | $1,339 | -99.9% | 29,694 | -11.3% | 0.01% | 0.0% |
| Q3 2022 | $1,417,000 | -6.5% | 33,466 | -1.5% | 0.01% | -12.5% |
| Q2 2022 | $1,516,000 | -29.5% | 33,960 | -15.0% | 0.01% | -20.0% |
| Q1 2022 | $2,150,000 | -3.9% | 39,946 | +103.0% | 0.01% | 0.0% |
| Q4 2021 | $2,238,000 | +12.1% | 19,674 | +2.5% | 0.01% | 0.0% |
| Q3 2021 | $1,996,000 | +16.9% | 19,200 | +16.8% | 0.01% | 0.0% |
| Q2 2021 | $1,708,000 | +1625.3% | 16,435 | +1478.8% | 0.01% | +900.0% |
| Q1 2021 | $99,000 | +98.0% | 1,041 | +86.9% | 0.00% | – |
| Q4 2020 | $50,000 | +13.6% | 557 | 0.0% | 0.00% | – |
| Q3 2020 | $44,000 | +7.3% | 557 | 0.0% | 0.00% | – |
| Q2 2020 | $41,000 | +20.6% | 557 | 0.0% | 0.00% | – |
| Q1 2020 | $34,000 | -20.9% | 557 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $43,000 | +7.5% | 557 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | +2.6% | 557 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $39,000 | – | 557 | – | 0.00% | – |
Download | ||||||
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% |