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 | $1,165 | +5.3% | 18,131 | +1.6% | 1.02% | +6.7% |
| Q1 2024 | $1,106 | +18.7% | 17,849 | +8.0% | 0.96% | +8.8% |
| Q4 2023 | $932 | +14.9% | 16,533 | +3.1% | 0.88% | -2.1% |
| Q3 2023 | $811 | -1.2% | 16,031 | +2.2% | 0.90% | -3.9% |
| Q2 2023 | $821 | -3.8% | 15,682 | -11.1% | 0.93% | +2.8% |
| Q1 2023 | $853 | +3.5% | 17,636 | -3.3% | 0.91% | -3.5% |
| Q4 2022 | $824 | -99.9% | 18,247 | +0.3% | 0.94% | +164.6% |
| Q3 2022 | $770,000 | -52.5% | 18,187 | -49.8% | 0.36% | -4.3% |
| Q2 2022 | $1,620,000 | +59.0% | 36,256 | +91.5% | 0.37% | -11.4% |
| Q1 2022 | $1,019,000 | -6.0% | 18,930 | +98.8% | 0.42% | -10.6% |
| Q4 2021 | $1,084,000 | +10.2% | 9,520 | +0.6% | 0.47% | +17.8% |
| Q3 2021 | $984,000 | +1.5% | 9,459 | +1.5% | 0.40% | +2.8% |
| Q2 2021 | $969,000 | +5.6% | 9,319 | -2.6% | 0.39% | +1.8% |
| Q1 2021 | $918,000 | -2.3% | 9,563 | -7.5% | 0.38% | -4.3% |
| Q4 2020 | $940,000 | +12.0% | 10,339 | -0.6% | 0.40% | +10.9% |
| Q3 2020 | $839,000 | +8.1% | 10,400 | -0.6% | 0.36% | +0.6% |
| Q2 2020 | $776,000 | -33.3% | 10,468 | -44.9% | 0.36% | -12.9% |
| Q1 2020 | $1,164,000 | +35.3% | 19,011 | +69.8% | 0.41% | +34.9% |
| Q4 2019 | $860,000 | – | 11,199 | – | 0.30% | – |
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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% |