SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $310,842 | -6.9% | 4,838 | -10.1% | 0.14% | -7.1% |
| Q1 2024 | $333,883 | -28.5% | 5,380 | -35.0% | 0.16% | -36.6% |
| Q4 2023 | $466,936 | +6.7% | 8,279 | -4.3% | 0.25% | -8.6% |
| Q3 2023 | $437,791 | -9.7% | 8,652 | -6.5% | 0.27% | -7.6% |
| Q2 2023 | $484,580 | +49.2% | 9,253 | +37.8% | 0.29% | +39.9% |
| Q1 2023 | $324,756 | -20.6% | 6,714 | -25.9% | 0.21% | -25.7% |
| Q4 2022 | $408,833 | +1.2% | 9,055 | -5.1% | 0.28% | -11.4% |
| Q3 2022 | $404,000 | -3.1% | 9,543 | +2.2% | 0.32% | +5.3% |
| Q2 2022 | $417,000 | -6.1% | 9,337 | +13.2% | 0.30% | +6.4% |
| Q1 2022 | $444,000 | -7.9% | 8,246 | +94.5% | 0.28% | -5.1% |
| Q4 2021 | $482,000 | +0.6% | 4,239 | -0.4% | 0.30% | -5.1% |
| Q3 2021 | $479,000 | – | 4,256 | – | 0.31% | – |
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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% |