SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,023 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,130,273 | -4.8% | 33,156 | -8.0% | 0.71% | -11.7% |
| Q1 2024 | $2,237,015 | +3.3% | 36,046 | -6.2% | 0.81% | -9.0% |
| Q4 2023 | $2,166,380 | +10.1% | 38,411 | -1.2% | 0.89% | -6.0% |
| Q3 2023 | $1,967,632 | -7.3% | 38,886 | -4.1% | 0.94% | -4.5% |
| Q2 2023 | $2,123,446 | +104.7% | 40,547 | +89.1% | 0.99% | +82.1% |
| Q1 2023 | $1,037,343 | +14.6% | 21,446 | +7.0% | 0.54% | +3.8% |
| Q4 2022 | $904,851 | -29.9% | 20,041 | -34.3% | 0.52% | -35.1% |
| Q3 2022 | $1,291,000 | -10.1% | 30,493 | -5.2% | 0.80% | -18.3% |
| Q2 2022 | $1,436,000 | – | 32,164 | – | 0.98% | – |
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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% |