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 | $2,885,824 | +2.3% | 44,772 | -1.5% | 1.86% | -0.6% |
| Q1 2024 | $2,820,064 | +7.6% | 45,441 | -2.2% | 1.87% | -3.9% |
| Q4 2023 | $2,621,750 | +6.8% | 46,485 | -4.2% | 1.95% | -22.1% |
| Q3 2023 | $2,453,996 | -3.9% | 48,498 | -0.6% | 2.51% | -15.4% |
| Q2 2023 | $2,554,762 | +6.9% | 48,783 | -1.3% | 2.96% | -0.4% |
| Q1 2023 | $2,390,975 | +3.2% | 49,431 | -3.7% | 2.98% | +10.3% |
| Q4 2022 | $2,317,005 | +2.4% | 51,318 | -4.0% | 2.70% | -19.0% |
| Q3 2022 | $2,263,000 | -53.8% | 53,443 | -51.3% | 3.33% | -30.1% |
| Q2 2022 | $4,898,000 | +4.1% | 109,678 | +25.5% | 4.76% | +21.0% |
| Q1 2022 | $4,706,000 | – | 87,382 | – | 3.94% | – |
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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% |