SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,056 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $36,764,557 | +3.0% | 572,211 | -0.5% | 9.02% | +0.2% |
| Q1 2024 | $35,678,667 | +4.1% | 574,906 | -5.4% | 9.00% | -5.1% |
| Q4 2023 | $34,268,527 | +20.9% | 607,598 | +8.5% | 9.48% | +6.5% |
| Q3 2023 | $28,336,506 | -16.3% | 560,010 | -13.4% | 8.90% | -12.5% |
| Q2 2023 | $33,860,085 | +8.3% | 646,555 | 0.0% | 10.17% | +0.0% |
| Q1 2023 | $31,273,866 | +4.4% | 646,555 | -2.6% | 10.17% | -1.0% |
| Q4 2022 | $29,964,565 | +21.2% | 663,667 | +13.7% | 10.27% | +12.0% |
| Q3 2022 | $24,720,000 | -5.2% | 583,706 | 0.0% | 9.16% | +0.4% |
| Q2 2022 | $26,068,000 | – | 583,706 | – | 9.13% | – |
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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% |