SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 949 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $84,980,307 | -10.7% | 1,322,651 | -13.8% | 8.52% | -11.8% |
| Q1 2024 | $95,212,806 | -0.1% | 1,534,206 | -9.2% | 9.65% | -4.8% |
| Q4 2023 | $95,316,937 | +13.5% | 1,690,017 | +1.8% | 10.14% | +0.5% |
| Q3 2023 | $83,976,550 | -5.9% | 1,659,616 | -2.6% | 10.10% | -3.7% |
| Q2 2023 | $89,272,271 | +5.1% | 1,704,645 | -2.9% | 10.48% | -1.1% |
| Q1 2023 | $84,917,714 | +5.6% | 1,755,586 | -1.5% | 10.60% | -0.6% |
| Q4 2022 | $80,433,665 | +32.5% | 1,781,477 | +24.3% | 10.66% | +15.8% |
| Q3 2022 | $60,692,000 | -13.6% | 1,433,095 | -8.9% | 9.21% | -12.4% |
| Q2 2022 | $70,221,000 | -16.0% | 1,572,339 | +1.3% | 10.51% | -8.9% |
| Q1 2022 | $83,602,000 | +13.5% | 1,552,505 | +139.8% | 11.54% | +12.6% |
| Q4 2021 | $73,683,000 | +28.1% | 647,366 | +17.0% | 10.25% | +13.3% |
| Q3 2021 | $57,539,000 | +8.4% | 553,097 | +8.3% | 9.04% | +4.9% |
| Q2 2021 | $53,082,000 | +31.7% | 510,553 | +21.7% | 8.62% | +29.8% |
| Q1 2021 | $40,300,000 | +30.3% | 419,663 | +23.4% | 6.64% | -8.5% |
| Q4 2020 | $30,921,000 | +69.4% | 339,973 | +50.2% | 7.26% | +29.7% |
| Q3 2020 | $18,249,000 | +134.5% | 226,333 | +115.5% | 5.59% | +133.7% |
| Q2 2020 | $7,783,000 | +55.1% | 105,035 | +28.2% | 2.39% | +23.2% |
| Q1 2020 | $5,017,000 | +344.4% | 81,916 | +457.5% | 1.94% | +359.3% |
| Q4 2019 | $1,129,000 | – | 14,694 | – | 0.42% | – |
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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% |