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 | $406,703 | +4.0% | 6,330 | 0.0% | 0.18% | +1.1% |
| Q1 2024 | $390,878 | +3.8% | 6,330 | 0.0% | 0.18% | -2.7% |
| Q4 2023 | $376,445 | +17.5% | 6,330 | 0.0% | 0.19% | -4.1% |
| Q3 2023 | $320,298 | -3.4% | 6,330 | 0.0% | 0.20% | -2.5% |
| Q2 2023 | $331,502 | +8.3% | 6,330 | 0.0% | 0.20% | 0.0% |
| Q1 2023 | $306,182 | +7.1% | 6,330 | 0.0% | 0.20% | 0.0% |
| Q4 2022 | $285,800 | +6.6% | 6,330 | 0.0% | 0.20% | +0.5% |
| Q3 2022 | $268,000 | -5.3% | 6,330 | 0.0% | 0.20% | 0.0% |
| Q2 2022 | $283,000 | -17.0% | 6,330 | 0.0% | 0.20% | -3.9% |
| Q1 2022 | $341,000 | -5.3% | 6,330 | +100.0% | 0.21% | -3.3% |
| Q4 2021 | $360,000 | +9.4% | 3,165 | 0.0% | 0.21% | +1.9% |
| Q3 2021 | $329,000 | 0.0% | 3,165 | 0.0% | 0.21% | +1.0% |
| Q2 2021 | $329,000 | -16.3% | 3,165 | -22.6% | 0.21% | -22.1% |
| Q1 2021 | $393,000 | +5.6% | 4,091 | +0.0% | 0.27% | -1.1% |
| Q4 2020 | $372,000 | – | 4,090 | – | 0.27% | – |
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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% |