SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 701 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $67,335,555 | +2.8% | 1,048,024 | -0.7% | 11.89% | +0.5% |
| Q1 2024 | $65,527,801 | +10.4% | 1,055,878 | +0.4% | 11.83% | +4.4% |
| Q4 2023 | $59,338,661 | +10.7% | 1,052,104 | -0.7% | 11.33% | +1.5% |
| Q3 2023 | $53,612,794 | -2.7% | 1,059,541 | +0.7% | 11.16% | -1.3% |
| Q2 2023 | $55,076,577 | +10.3% | 1,051,682 | +1.8% | 11.31% | +4.0% |
| Q1 2023 | $49,951,723 | +2.7% | 1,032,700 | -4.1% | 10.88% | -3.3% |
| Q4 2022 | $48,615,182 | +8.9% | 1,076,748 | +2.1% | 11.25% | +0.6% |
| Q3 2022 | $44,655,000 | +75.6% | 1,054,419 | +85.2% | 11.18% | +85.1% |
| Q2 2022 | $25,433,000 | -15.6% | 569,483 | +1.7% | 6.04% | -4.8% |
| Q1 2022 | $30,149,000 | +14.7% | 559,872 | +142.4% | 6.34% | +20.4% |
| Q4 2021 | $26,290,000 | +9.1% | 230,980 | -0.3% | 5.27% | +1.1% |
| Q3 2021 | $24,091,000 | -0.7% | 231,573 | -0.8% | 5.21% | -8.0% |
| Q2 2021 | $24,260,000 | +6.5% | 233,341 | -1.6% | 5.66% | -17.2% |
| Q1 2021 | $22,781,000 | -3.9% | 237,223 | -9.0% | 6.84% | -30.1% |
| Q4 2020 | $23,705,000 | +13.6% | 260,634 | +0.7% | 9.79% | -7.0% |
| Q3 2020 | $20,871,000 | +13.3% | 258,849 | +4.2% | 10.52% | +6.3% |
| Q2 2020 | $18,414,000 | +20.5% | 248,499 | -0.4% | 9.90% | +8.9% |
| Q1 2020 | $15,281,000 | -20.7% | 249,486 | -0.6% | 9.09% | -24.3% |
| Q4 2019 | $19,279,000 | – | 250,999 | – | 12.01% | – |
Download | ||||||
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% |