SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,146 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.24 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 | 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% |