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 | $10,183,625 | +3.1% | 158,500 | -0.4% | 4.44% | -21.4% |
Q1 2024 | $9,874,863 | +7.5% | 159,118 | -2.3% | 5.65% | -23.8% |
Q4 2023 | $9,189,308 | +11.9% | 162,931 | +0.4% | 7.41% | -8.9% |
Q3 2023 | $8,213,291 | -4.1% | 162,318 | -0.7% | 8.14% | -1.1% |
Q2 2023 | $8,563,647 | +7.5% | 163,522 | -0.7% | 8.23% | -4.2% |
Q1 2023 | $7,968,812 | +6.4% | 164,747 | -0.6% | 8.59% | -10.0% |
Q4 2022 | $7,486,231 | +5.7% | 165,808 | -0.9% | 9.55% | -1.1% |
Q3 2022 | $7,085,000 | -6.4% | 167,287 | -1.3% | 9.65% | -2.4% |
Q2 2022 | $7,572,000 | -21.9% | 169,541 | -5.8% | 9.88% | -19.4% |
Q1 2022 | $9,691,000 | -6.8% | 179,963 | +97.1% | 12.25% | +23.3% |
Q4 2021 | $10,393,000 | – | 91,307 | – | 9.94% | – |
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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% |