SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,161 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $472,880 | +3.5% | 7,360 | 0.0% | 0.12% | 0.0% |
| Q1 2024 | $456,762 | +3.8% | 7,360 | -5.7% | 0.12% | +5.3% |
| Q4 2023 | $440,033 | +11.5% | 7,802 | 0.0% | 0.11% | -15.0% |
| Q3 2023 | $394,781 | -4.2% | 7,802 | -0.9% | 0.13% | 0.0% |
| Q2 2023 | $412,257 | -17.3% | 7,872 | -23.6% | 0.13% | -21.3% |
| Q1 2023 | $498,330 | -1.9% | 10,302 | -8.4% | 0.17% | -7.1% |
| Q4 2022 | $508,049 | +4.3% | 11,252 | -2.2% | 0.18% | -1.1% |
| Q3 2022 | $487,000 | -3.2% | 11,508 | +2.3% | 0.18% | +9.5% |
| Q2 2022 | $503,000 | -17.0% | 11,252 | 0.0% | 0.17% | +3.7% |
| Q1 2022 | $606,000 | -5.3% | 11,252 | +100.0% | 0.16% | +27.6% |
| Q4 2021 | $640,000 | +9.4% | 5,626 | 0.0% | 0.13% | +16.5% |
| Q3 2021 | $585,000 | 0.0% | 5,626 | 0.0% | 0.11% | +16.0% |
| Q2 2021 | $585,000 | +8.3% | 5,626 | 0.0% | 0.09% | +16.0% |
| Q1 2021 | $540,000 | +5.5% | 5,626 | 0.0% | 0.08% | -48.4% |
| Q4 2020 | $512,000 | +43.8% | 5,626 | +27.5% | 0.16% | +12.1% |
| Q3 2020 | $356,000 | +35.4% | 4,411 | +24.2% | 0.14% | +1.4% |
| Q2 2020 | $263,000 | +20.6% | 3,552 | 0.0% | 0.14% | +17.9% |
| Q1 2020 | $218,000 | -30.8% | 3,552 | -13.4% | 0.12% | -18.8% |
| Q4 2019 | $315,000 | – | 4,102 | – | 0.14% | – |
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% |