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 | $378 | +3.6% | 5,877 | 0.0% | 0.16% | +1.9% |
| Q1 2024 | $365 | +9.9% | 5,877 | -0.2% | 0.16% | -0.6% |
| Q4 2023 | $332 | +11.0% | 5,889 | -0.3% | 0.16% | -7.1% |
| Q3 2023 | $299 | -4.2% | 5,904 | -1.0% | 0.17% | -8.6% |
| Q2 2023 | $312 | +8.0% | 5,965 | 0.0% | 0.18% | 0.0% |
| Q1 2023 | $289 | -96.3% | 5,965 | -96.5% | 0.18% | -96.6% |
| Q4 2022 | $7,796 | -99.9% | 172,671 | -0.8% | 5.43% | +9.5% |
| Q3 2022 | $7,370,000 | -5.8% | 174,017 | -0.7% | 4.96% | -4.7% |
| Q2 2022 | $7,826,000 | -18.2% | 175,230 | -1.3% | 5.21% | -1.5% |
| Q1 2022 | $9,565,000 | +2843.1% | 177,614 | +6114.6% | 5.28% | +3400.0% |
| Q4 2021 | $325,000 | -0.6% | 2,858 | -9.0% | 0.15% | -12.2% |
| Q3 2021 | $327,000 | +4.1% | 3,140 | +3.9% | 0.17% | +11.0% |
| Q2 2021 | $314,000 | +15.0% | 3,021 | +6.3% | 0.16% | +2.6% |
| Q1 2021 | $273,000 | -7.5% | 2,842 | -12.5% | 0.15% | -10.1% |
| Q4 2020 | $295,000 | +7.3% | 3,248 | -4.8% | 0.17% | -2.9% |
| Q3 2020 | $275,000 | +7.0% | 3,413 | -1.6% | 0.17% | -13.9% |
| Q2 2020 | $257,000 | -96.6% | 3,468 | -97.2% | 0.20% | -97.4% |
| Q1 2020 | $7,468,000 | +81.1% | 121,930 | +127.1% | 7.82% | +95.6% |
| Q4 2019 | $4,124,000 | +67.0% | 53,691 | +54.2% | 4.00% | +41.5% |
| Q3 2019 | $2,470,000 | +13.1% | 34,819 | +11.9% | 2.83% | +29.6% |
| Q2 2019 | $2,184,000 | +7.7% | 31,118 | +3.7% | 2.18% | +6.3% |
| Q1 2019 | $2,028,000 | +22.4% | 30,002 | +8.1% | 2.05% | +11.9% |
| Q4 2018 | $1,657,000 | +0.2% | 27,757 | +16.8% | 1.83% | +29.3% |
| Q3 2018 | $1,653,000 | +9.8% | 23,760 | +2.5% | 1.42% | +1.5% |
| Q2 2018 | $1,506,000 | – | 23,174 | – | 1.40% | – |
Download | ||||||
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% |