SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,024 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $531,242 | +70.4% | 8,024 | +59.7% | 0.36% | +59.3% |
| Q1 2024 | $311,764 | +13.9% | 5,024 | +2.8% | 0.23% | -3.0% |
| Q4 2023 | $273,740 | +8.9% | 4,886 | 0.0% | 0.23% | -3.7% |
| Q3 2023 | $251,266 | -0.3% | 4,886 | +0.5% | 0.24% | -4.0% |
| Q2 2023 | $252,025 | +11.1% | 4,862 | +4.3% | 0.25% | +2.4% |
| Q1 2023 | $226,787 | +2.8% | 4,662 | -3.2% | 0.25% | -12.5% |
| Q4 2022 | $220,600 | +7.6% | 4,817 | +1.9% | 0.28% | -3.1% |
| Q3 2022 | $205,000 | -37.9% | 4,728 | -30.2% | 0.29% | -33.3% |
| Q2 2022 | $330,000 | +31.5% | 6,773 | +45.7% | 0.44% | +35.1% |
| Q1 2022 | $251,000 | -3.5% | 4,648 | +100.0% | 0.32% | -6.7% |
| Q4 2021 | $260,000 | -0.8% | 2,324 | -7.9% | 0.34% | -14.2% |
| Q3 2021 | $262,000 | -5.1% | 2,524 | -5.0% | 0.40% | -8.0% |
| Q2 2021 | $276,000 | +5.7% | 2,657 | -0.9% | 0.44% | -6.4% |
| Q1 2021 | $261,000 | +2.4% | 2,682 | -4.4% | 0.47% | -6.4% |
| Q4 2020 | $255,000 | -23.9% | 2,804 | -32.5% | 0.50% | -42.2% |
| Q3 2020 | $335,000 | -7.7% | 4,154 | -15.3% | 0.86% | -26.3% |
| Q2 2020 | $363,000 | +21.0% | 4,905 | 0.0% | 1.17% | -13.9% |
| Q1 2020 | $300,000 | -20.4% | 4,905 | 0.0% | 1.36% | +17.4% |
| Q4 2019 | $377,000 | – | 4,905 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |