SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,024 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $18,882 | +14.9% | 304,251 | +4.5% | 8.94% | +1.4% |
| Q4 2023 | $16,427 | +9.6% | 291,263 | -1.6% | 8.82% | -2.2% |
| Q3 2023 | $14,985 | -29.9% | 296,141 | -33.0% | 9.01% | -47.6% |
| Q1 2023 | $21,366 | -17.0% | 441,712 | -22.5% | 17.21% | -4.3% |
| Q4 2022 | $25,730 | -99.9% | 569,880 | +13.2% | 17.98% | -4.3% |
| Q3 2022 | $21,316,000 | -15.6% | 503,324 | -11.0% | 18.79% | +6.3% |
| Q2 2022 | $25,261,000 | -4.3% | 565,624 | +15.4% | 17.68% | -2.3% |
| Q1 2022 | $26,387,000 | -2.8% | 490,002 | +105.4% | 18.09% | -0.1% |
| Q4 2021 | $27,160,000 | +5.2% | 238,616 | -3.9% | 18.10% | -23.1% |
| Q2 2021 | $25,824,000 | +6.6% | 248,377 | -1.5% | 23.55% | +26.2% |
| Q1 2021 | $24,222,000 | +2.2% | 252,236 | -3.2% | 18.65% | +0.3% |
| Q4 2020 | $23,693,000 | – | 260,500 | – | 18.59% | – |
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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% |