SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 949 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $309,749 | -17.7% | 4,821 | -20.5% | 0.10% | -18.5% |
| Q1 2024 | $376,456 | -47.1% | 6,066 | -51.9% | 0.12% | -48.8% |
| Q4 2023 | $711,097 | -25.2% | 12,608 | -32.8% | 0.24% | -36.0% |
| Q3 2023 | $950,039 | -15.7% | 18,775 | -12.8% | 0.38% | -11.5% |
| Q2 2023 | $1,127,596 | -10.2% | 21,531 | -17.0% | 0.43% | -15.8% |
| Q1 2023 | $1,255,999 | -0.8% | 25,950 | -7.4% | 0.51% | -7.7% |
| Q4 2022 | $1,265,672 | +6.8% | 28,033 | +0.2% | 0.55% | -0.4% |
| Q3 2022 | $1,185,000 | -9.8% | 27,988 | -4.9% | 0.55% | -5.5% |
| Q2 2022 | $1,314,000 | -16.7% | 29,418 | +0.4% | 0.58% | +0.3% |
| Q1 2022 | $1,578,000 | -10.5% | 29,299 | +89.0% | 0.58% | -7.8% |
| Q4 2021 | $1,764,000 | – | 15,499 | – | 0.63% | – |
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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% |