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 | $5,477,955 | +2.6% | 85,260 | -0.9% | 5.16% | +0.1% |
| Q1 2024 | $5,339,270 | -19.6% | 86,034 | -34.4% | 5.16% | -4.5% |
| Q4 2023 | $6,638,678 | 0.0% | 131,199 | 0.0% | 5.41% | -16.3% |
| Q3 2023 | $6,638,678 | +27.5% | 131,199 | +32.0% | 6.46% | +12.9% |
| Q2 2023 | $5,207,149 | -20.5% | 99,430 | -26.6% | 5.73% | -8.5% |
| Q1 2023 | $6,547,934 | +8.1% | 135,372 | +0.9% | 6.26% | +0.8% |
| Q4 2022 | $6,059,967 | +11.5% | 134,219 | +4.5% | 6.21% | -1.9% |
| Q3 2022 | $5,437,000 | -3.7% | 128,383 | +1.5% | 6.33% | +3.4% |
| Q2 2022 | $5,648,000 | -7.2% | 126,473 | +11.9% | 6.12% | +2.6% |
| Q1 2022 | $6,087,000 | +10.3% | 113,029 | +133.0% | 5.97% | +13.4% |
| Q4 2021 | $5,521,000 | – | 48,507 | – | 5.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |