SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,195,396 | +5.0% | 18,605 | +1.4% | 0.94% | +1.3% |
| Q1 2024 | $1,138,328 | +77.5% | 18,342 | +61.3% | 0.92% | +54.6% |
| Q4 2023 | $641,304 | +11.1% | 11,371 | -0.3% | 0.60% | -0.7% |
| Q3 2023 | $577,233 | -3.1% | 11,408 | +0.3% | 0.60% | +13.0% |
| Q2 2023 | $595,797 | +9.8% | 11,377 | +1.4% | 0.53% | +2.9% |
| Q1 2023 | $542,660 | +11.4% | 11,219 | +3.9% | 0.52% | +10.5% |
| Q4 2022 | $487,301 | +5.2% | 10,793 | -1.3% | 0.47% | 0.0% |
| Q3 2022 | $463,000 | -7.0% | 10,937 | -1.0% | 0.47% | -1.5% |
| Q2 2022 | $498,000 | -10.1% | 11,047 | +7.3% | 0.48% | +1.1% |
| Q1 2022 | $554,000 | -6.3% | 10,291 | +98.2% | 0.47% | -1.1% |
| Q4 2021 | $591,000 | – | 5,191 | – | 0.48% | – |
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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% |