SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,030 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,457,364 | -13.5% | 84,940 | -16.4% | 3.09% | -22.0% |
| Q1 2024 | $6,307,500 | +4.3% | 101,635 | -5.3% | 3.97% | -7.7% |
| Q4 2023 | $6,050,060 | -14.4% | 107,271 | -23.2% | 4.30% | -24.0% |
| Q3 2023 | $7,064,218 | -5.7% | 139,609 | -2.4% | 5.65% | -2.7% |
| Q2 2023 | $7,487,644 | -5.9% | 142,976 | -13.1% | 5.80% | -10.1% |
| Q1 2023 | $7,959,994 | +11.3% | 164,565 | +3.8% | 6.46% | +14.3% |
| Q4 2022 | $7,155,005 | +5.9% | 158,472 | -0.7% | 5.65% | -6.1% |
| Q3 2022 | $6,759,000 | -4.9% | 159,605 | +0.3% | 6.02% | -0.3% |
| Q2 2022 | $7,104,000 | -3.9% | 159,075 | +15.8% | 6.04% | +3.5% |
| Q1 2022 | $7,395,000 | -8.5% | 137,317 | +93.4% | 5.83% | -8.3% |
| Q4 2021 | $8,083,000 | – | 71,014 | – | 6.36% | – |
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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% |