SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 957 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,730,954 | -7.3% | 104,762 | -10.5% | 0.09% | -13.2% |
| Q1 2024 | $7,263,563 | -72.3% | 117,041 | -74.8% | 0.11% | -76.4% |
| Q4 2023 | $26,243,346 | +14.1% | 465,308 | +2.4% | 0.45% | +7.1% |
| Q3 2023 | $22,998,703 | -5.8% | 454,520 | -2.5% | 0.42% | -5.6% |
| Q2 2023 | $24,416,739 | +2446.5% | 466,235 | +2252.0% | 0.44% | +2019.0% |
| Q1 2023 | $958,838 | -20.7% | 19,823 | -26.0% | 0.02% | -30.0% |
| Q4 2022 | $1,208,982 | -8.2% | 26,777 | -13.9% | 0.03% | -21.1% |
| Q3 2022 | $1,317,000 | -6.9% | 31,090 | -1.8% | 0.04% | -5.0% |
| Q2 2022 | $1,414,000 | -11.1% | 31,671 | +7.3% | 0.04% | -2.4% |
| Q1 2022 | $1,590,000 | -20.7% | 29,516 | +67.5% | 0.04% | -18.0% |
| Q4 2021 | $2,006,000 | +0.6% | 17,622 | -8.1% | 0.05% | -12.3% |
| Q3 2021 | $1,995,000 | -5.1% | 19,169 | -4.2% | 0.06% | -16.2% |
| Q2 2021 | $2,103,000 | +21.2% | 20,006 | +10.7% | 0.07% | +1.5% |
| Q1 2021 | $1,735,000 | +10.4% | 18,066 | +4.5% | 0.07% | -4.3% |
| Q4 2020 | $1,572,000 | +12.9% | 17,292 | +0.4% | 0.07% | -13.6% |
| Q3 2020 | $1,392,000 | -29.6% | 17,223 | -34.2% | 0.08% | -39.6% |
| Q2 2020 | $1,978,000 | +10.4% | 26,181 | -1.6% | 0.13% | -7.6% |
| Q1 2020 | $1,791,000 | – | 26,617 | – | 0.14% | – |
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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% |