SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,030 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $440,175 | +18.0% | 6,851 | +3.6% | 0.12% | +9.3% |
| Q1 2024 | $373,140 | 0.0% | 6,616 | 0.0% | 0.11% | -0.9% |
| Q4 2023 | $373,140 | +11.5% | 6,616 | 0.0% | 0.11% | -3.5% |
| Q3 2023 | $334,700 | +31.8% | 6,616 | +16.5% | 0.11% | +16.5% |
| Q2 2022 | $254,000 | -19.9% | 5,681 | -3.5% | 0.10% | -7.6% |
| Q1 2022 | $317,000 | -8.6% | 5,886 | +93.4% | 0.10% | -11.0% |
| Q4 2021 | $347,000 | +2.7% | 3,044 | -1.3% | 0.12% | -4.1% |
| Q3 2021 | $338,000 | +252.1% | 3,084 | +125.9% | 0.12% | +261.8% |
| Q2 2019 | $96,000 | +182.4% | 1,365 | +173.0% | 0.03% | +78.9% |
| Q1 2019 | $34,000 | +13.3% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $30,000 | – | 500 | – | 0.02% | – |
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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% |