SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 974 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58 | -4.9% | 909 | -6.4% | 0.02% | 0.0% |
| Q1 2024 | $61 | -4.7% | 971 | -14.5% | 0.02% | -11.1% |
| Q4 2023 | $64 | -76.3% | 1,136 | -78.8% | 0.02% | -76.6% |
| Q3 2023 | $270 | -2.9% | 5,346 | +0.5% | 0.08% | +5.5% |
| Q2 2023 | $278 | +15.8% | 5,318 | 0.0% | 0.07% | +12.3% |
| Q1 2023 | $240 | +6.7% | 5,318 | 0.0% | 0.06% | -7.1% |
| Q4 2022 | $225 | -99.9% | 5,318 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $225,000 | +9.2% | 5,318 | +15.4% | 0.07% | +9.4% |
| Q2 2022 | $206,000 | +243.3% | 4,608 | +315.9% | 0.06% | +276.5% |
| Q1 2022 | $60,000 | -4.8% | 1,108 | +100.0% | 0.02% | -5.6% |
| Q4 2021 | $63,000 | +8.6% | 554 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $58,000 | +31.8% | 554 | +29.7% | 0.02% | +38.5% |
| Q2 2021 | $44,000 | +7.3% | 427 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $41,000 | +5.1% | 427 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $39,000 | +14.7% | 427 | 0.0% | 0.01% | +9.1% |
| Q3 2020 | $34,000 | +6.2% | 427 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $32,000 | +23.1% | 427 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | – | 427 | – | 0.01% | – |
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% |