SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 957 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,196,732 | +1.0% | 158,704 | -2.4% | 3.17% | -2.3% |
| Q1 2024 | $10,094,658 | +9.3% | 162,660 | -0.7% | 3.25% | +3.4% |
| Q4 2023 | $9,237,570 | +13.8% | 163,787 | +2.1% | 3.14% | -13.8% |
| Q3 2023 | $8,118,755 | -3.4% | 160,450 | +0.0% | 3.64% | -0.5% |
| Q2 2023 | $8,401,233 | +4.6% | 160,421 | -3.4% | 3.66% | +6.7% |
| Q1 2023 | $8,034,872 | +6.6% | 166,113 | -0.5% | 3.43% | +24.1% |
| Q4 2022 | $7,539,088 | +6.6% | 166,979 | 0.0% | 2.76% | -15.5% |
| Q3 2022 | $7,072,000 | -5.2% | 166,979 | 0.0% | 3.27% | -7.0% |
| Q2 2022 | $7,457,000 | -17.1% | 166,979 | 0.0% | 3.52% | -8.8% |
| Q1 2022 | $8,992,000 | -5.4% | 166,979 | +100.0% | 3.86% | +9.1% |
| Q4 2021 | $9,503,000 | – | 83,490 | – | 3.54% | – |
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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% |