SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 949 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,439,298 | +6.5% | 427,071 | +2.9% | 4.95% | +4.1% |
| Q1 2024 | $25,760,844 | -43.2% | 415,096 | -48.4% | 4.75% | -6.2% |
| Q4 2023 | $45,369,566 | +142.8% | 804,424 | +117.8% | 5.07% | +25.0% |
| Q3 2023 | $18,688,229 | -5.1% | 369,333 | -1.7% | 4.06% | -3.3% |
| Q2 2023 | $19,683,985 | -5.1% | 375,864 | -12.4% | 4.20% | -6.3% |
| Q1 2023 | $20,749,531 | -0.9% | 428,975 | -7.5% | 4.48% | -7.2% |
| Q4 2022 | $20,946,552 | +7.1% | 463,933 | +0.5% | 4.83% | -3.2% |
| Q3 2022 | $19,553,000 | -2.9% | 461,696 | +2.4% | 4.98% | +6.7% |
| Q2 2022 | $20,139,000 | -14.5% | 450,947 | +3.1% | 4.67% | -8.3% |
| Q1 2022 | $23,552,000 | -5.8% | 437,356 | +99.1% | 5.09% | -2.0% |
| Q4 2021 | $25,001,000 | +14.4% | 219,652 | +4.5% | 5.20% | +4.3% |
| Q3 2021 | $21,858,000 | +4.1% | 210,117 | +4.1% | 4.98% | -1.7% |
| Q2 2021 | $20,994,000 | +13.5% | 201,921 | +4.8% | 5.07% | +1.6% |
| Q1 2021 | $18,501,000 | +13.1% | 192,655 | +7.1% | 4.98% | +5.9% |
| Q4 2020 | $16,363,000 | – | 179,917 | – | 4.71% | – |
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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% |