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 | $410 | -10.5% | 6,376 | -13.5% | 0.02% | +16.7% |
| Q1 2024 | $458 | -49.0% | 7,373 | -57.6% | 0.02% | -18.2% |
| Q2 2023 | $898 | +110.3% | 17,403 | +97.0% | 0.02% | +4.8% |
| Q1 2023 | $427 | +13.9% | 8,835 | +6.3% | 0.02% | 0.0% |
| Q4 2022 | $375 | -99.9% | 8,314 | -3.8% | 0.02% | -4.5% |
| Q3 2022 | $366,000 | -4.9% | 8,639 | +0.3% | 0.02% | +4.8% |
| Q2 2022 | $385,000 | -11.7% | 8,617 | +6.4% | 0.02% | -8.7% |
| Q1 2022 | $436,000 | -2.9% | 8,100 | +105.5% | 0.02% | +4.5% |
| Q4 2021 | $449,000 | -9.7% | 3,941 | -17.5% | 0.02% | -24.1% |
| Q3 2021 | $497,000 | -2.0% | 4,778 | -2.1% | 0.03% | -6.5% |
| Q2 2021 | $507,000 | +9.7% | 4,881 | +1.6% | 0.03% | -11.4% |
| Q1 2021 | $462,000 | -59.5% | 4,806 | -67.6% | 0.04% | -81.8% |
| Q4 2019 | $1,140,000 | +12.9% | 14,836 | +4.2% | 0.19% | -1.5% |
| Q3 2019 | $1,010,000 | +3.3% | 14,238 | +2.2% | 0.20% | -4.9% |
| Q2 2019 | $978,000 | +15.7% | 13,929 | +11.4% | 0.20% | -7.2% |
| Q1 2019 | $845,000 | +73.5% | 12,504 | +53.3% | 0.22% | +34.8% |
| Q4 2018 | $487,000 | -9.8% | 8,154 | +5.0% | 0.16% | -18.0% |
| Q3 2018 | $540,000 | – | 7,766 | – | 0.20% | – |
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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% |