SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 974 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,697,087 | +3.5% | 26,414 | 0.0% | 1.41% | +2.5% |
| Q1 2024 | $1,639,241 | +11.4% | 26,414 | +1.2% | 1.38% | +5.8% |
| Q4 2023 | $1,472,008 | +11.5% | 26,099 | +0.1% | 1.30% | +1.0% |
| Q3 2023 | $1,319,890 | -10.9% | 26,085 | -7.7% | 1.29% | -5.0% |
| Q2 2023 | $1,480,566 | +8.3% | 28,271 | +0.0% | 1.36% | +0.4% |
| Q1 2023 | $1,366,845 | +7.3% | 28,258 | +0.2% | 1.35% | +1.3% |
| Q4 2022 | $1,273,761 | +6.7% | 28,212 | +0.1% | 1.34% | -0.1% |
| Q3 2022 | $1,194,000 | -10.6% | 28,196 | -5.7% | 1.34% | -9.2% |
| Q2 2022 | $1,335,000 | -16.7% | 29,891 | +0.5% | 1.47% | -0.8% |
| Q1 2022 | $1,602,000 | -3.1% | 29,753 | +104.8% | 1.48% | +0.3% |
| Q4 2021 | $1,653,000 | – | 14,527 | – | 1.48% | – |
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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% |