SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,161 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,223,223 | +4.1% | 439,272 | +0.6% | 20.22% | -2.4% |
| Q1 2024 | $27,106,191 | +10.6% | 436,774 | +0.5% | 20.72% | -3.9% |
| Q4 2023 | $24,501,719 | +10.5% | 434,428 | -0.8% | 21.56% | -2.0% |
| Q3 2023 | $22,165,894 | -4.2% | 438,061 | -2.0% | 22.01% | +0.2% |
| Q2 2023 | $23,143,716 | +104917.3% | 446,876 | -1.9% | 21.96% | -6.1% |
| Q1 2023 | $22,038 | +6.9% | 455,609 | -0.2% | 23.39% | -0.5% |
| Q4 2022 | $20,607 | -99.9% | 456,413 | +1.2% | 23.52% | -1.8% |
| Q3 2022 | $19,100,000 | -2.9% | 451,001 | +2.4% | 23.93% | +2.9% |
| Q2 2022 | $19,677,000 | -16.4% | 440,597 | +0.8% | 23.25% | +0.6% |
| Q1 2022 | $23,539,000 | -4.4% | 437,121 | +102.0% | 23.10% | +1.4% |
| Q4 2021 | $24,632,000 | – | 216,414 | – | 22.78% | – |
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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% |