SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,023 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,898,506 | -5.8% | 122,934 | -9.0% | 0.62% | -6.8% |
| Q1 2024 | $8,382,577 | -3.0% | 135,072 | -11.9% | 0.66% | -10.2% |
| Q4 2023 | $8,645,878 | +11.1% | 153,296 | -0.3% | 0.74% | +3.4% |
| Q3 2023 | $7,781,711 | +6.3% | 153,789 | +10.0% | 0.71% | +15.5% |
| Q2 2023 | $7,319,144 | +9.4% | 139,758 | +1.1% | 0.62% | +4.9% |
| Q1 2023 | $6,689,529 | +1.9% | 138,299 | +1.2% | 0.59% | +3.3% |
| Q4 2022 | $6,563,958 | +14.4% | 136,664 | +0.9% | 0.57% | -3.6% |
| Q3 2022 | $5,737,000 | -1.0% | 135,474 | +4.4% | 0.59% | +4.4% |
| Q2 2022 | $5,794,000 | -16.8% | 129,755 | +0.4% | 0.57% | -6.1% |
| Q1 2022 | $6,962,000 | -1.9% | 129,298 | +107.4% | 0.60% | +0.3% |
| Q4 2021 | $7,096,000 | +10.4% | 62,347 | +0.9% | 0.60% | +3.6% |
| Q3 2021 | $6,429,000 | +0.4% | 61,808 | +0.3% | 0.58% | -2.2% |
| Q2 2021 | $6,405,000 | -21.9% | 61,610 | -27.9% | 0.59% | -27.0% |
| Q1 2021 | $8,203,000 | +181.0% | 85,423 | +166.1% | 0.81% | +84.1% |
| Q4 2020 | $2,919,000 | -66.2% | 32,101 | -70.1% | 0.44% | -57.3% |
| Q3 2020 | $8,643,000 | -99.9% | 107,196 | +0.4% | 1.03% | +3.1% |
| Q2 2020 | $7,912,823,000 | +125820.2% | 106,785 | +4.1% | 1.00% | +4.8% |
| Q1 2020 | $6,284,000 | +1.5% | 102,599 | +27.2% | 0.96% | +19.4% |
| Q4 2019 | $6,193,000 | +10.6% | 80,630 | +0.9% | 0.80% | +3.4% |
| Q3 2019 | $5,597,000 | +0.3% | 79,930 | +0.6% | 0.77% | -0.9% |
| Q2 2019 | $5,579,000 | +4.5% | 79,486 | +0.6% | 0.78% | -0.5% |
| Q1 2019 | $5,339,000 | – | 78,977 | – | 0.78% | – |
Download | ||||||
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% |