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 | $8,669,440 | +2.2% | 134,933 | -1.3% | 1.17% | +2.2% |
| Q1 2024 | $8,484,275 | +9.9% | 136,711 | -0.1% | 1.14% | +5.3% |
| Q4 2023 | $7,719,840 | +8.9% | 136,877 | -2.3% | 1.08% | +0.1% |
| Q3 2023 | $7,090,720 | -6.5% | 140,133 | -3.2% | 1.08% | -1.7% |
| Q2 2023 | $7,583,458 | +8.5% | 144,805 | +0.2% | 1.10% | +1.9% |
| Q1 2023 | $6,989,319 | +5.2% | 144,497 | -1.8% | 1.08% | -0.2% |
| Q4 2022 | $6,642,712 | +4.4% | 147,125 | -2.1% | 1.08% | -7.6% |
| Q3 2022 | $6,364,000 | -5.7% | 150,267 | -0.5% | 1.17% | +13.2% |
| Q2 2022 | $6,748,000 | -18.9% | 151,089 | -2.2% | 1.04% | -7.8% |
| Q1 2022 | $8,323,000 | -8.0% | 154,565 | +94.4% | 1.12% | -5.2% |
| Q4 2021 | $9,048,000 | – | 79,492 | – | 1.18% | – |
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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% |