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 | $7,333,352 | +1.1% | 114,138 | -2.3% | 3.95% | -2.4% |
| Q1 2024 | $7,252,292 | +8.6% | 116,859 | -1.3% | 4.05% | +7.2% |
| Q4 2023 | $6,677,723 | +13.6% | 118,399 | +1.9% | 3.78% | -4.1% |
| Q3 2023 | $5,880,186 | -2.5% | 116,209 | +0.9% | 3.94% | +4.0% |
| Q2 2023 | $6,032,169 | +34.3% | 115,184 | +24.0% | 3.79% | +25.4% |
| Q1 2023 | $4,491,796 | +13.2% | 92,863 | +5.7% | 3.02% | +9.8% |
| Q4 2022 | $3,967,999 | +24.1% | 87,885 | +22.8% | 2.75% | +4.1% |
| Q2 2022 | $3,197,000 | -35.8% | 71,580 | -22.6% | 2.64% | -29.8% |
| Q1 2022 | $4,978,000 | -6.9% | 92,447 | +96.8% | 3.76% | +1.8% |
| Q4 2021 | $5,348,000 | +63.5% | 46,985 | -39.2% | 3.70% | +44.8% |
| Q3 2021 | $3,271,000 | – | 77,238 | – | 2.55% | – |
Download | ||||||
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% |