SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,176 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.14 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,870,599 | +3.5% | 29,114 | 0.0% | 0.31% | -0.9% |
| Q1 2024 | $1,806,838 | +10.3% | 29,114 | +0.3% | 0.32% | -0.6% |
| Q4 2023 | $1,637,433 | +11.9% | 29,032 | +0.4% | 0.32% | -4.5% |
| Q3 2023 | $1,463,661 | -3.1% | 28,926 | +0.3% | 0.33% | -1.5% |
| Q2 2023 | $1,509,806 | +8.6% | 28,830 | +0.3% | 0.34% | 0.0% |
| Q1 2023 | $1,389,909 | +7.5% | 28,735 | +0.3% | 0.34% | -8.1% |
| Q4 2022 | $1,292,915 | – | 28,636 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,629,945 | $209,702,000 | 48.21% |
| EVERMAY WEALTH MANAGEMENT LLC | 974,772 | $56,313,000 | 24.97% |
| HBK Sorce Advisory LLC | 2,548,594 | $147,232,000 | 23.61% |
| Northwest Quadrant Wealth Management, LLC | 384,458 | $22,702,000 | 19.43% |
| AJ WEALTH STRATEGIES, LLC | 842,922 | $48,696,000 | 18.47% |
| ACCESS FINANCIAL SERVICES, INC. | 378,261 | $21,852,000 | 17.91% |
| AT Bancorp | 2,418,656 | $139,726,000 | 16.40% |
| Courage Miller Partners, LLC | 377,199 | $21,791,000 | 14.35% |
| MONEYWISE, INC. | 290,554 | $16,785,000 | 14.30% |
| Apriem Advisors | 930,904 | $53,778,000 | 14.25% |