SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,176 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.14 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,518,798 | +3.4% | 70,135 | -0.5% | 2.50% | -3.5% |
| Q1 2024 | $4,368,164 | -9.6% | 70,477 | -17.7% | 2.58% | -24.1% |
| Q4 2023 | $4,829,758 | +4.6% | 85,634 | -6.2% | 3.40% | -7.3% |
| Q3 2023 | $4,618,052 | -1.5% | 91,320 | +2.0% | 3.67% | -2.0% |
| Q2 2023 | $4,687,010 | +3.8% | 89,498 | -4.1% | 3.75% | -4.0% |
| Q1 2023 | $4,515,436 | +1.6% | 93,352 | -5.2% | 3.90% | +19.6% |
| Q4 2022 | $4,445,604 | +1.0% | 98,463 | -2.8% | 3.26% | -9.3% |
| Q3 2022 | $4,402,000 | -11.1% | 101,350 | -7.7% | 3.60% | -1.5% |
| Q2 2022 | $4,954,000 | -16.6% | 109,802 | -0.2% | 3.65% | +10.7% |
| Q1 2022 | $5,940,000 | +0.4% | 109,986 | -0.1% | 3.30% | -11.9% |
| Q4 2021 | $5,919,000 | – | 110,098 | – | 3.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,629,945 | $209,702,000 | 48.21% |
| EVERMAY WEALTH MANAGEMENT LLC | 974,772 | $56,313,000 | 24.97% |
| HBK Sorce Advisory LLC | 2,548,594 | $147,232,000 | 23.61% |
| Northwest Quadrant Wealth Management, LLC | 384,458 | $22,702,000 | 19.43% |
| AJ WEALTH STRATEGIES, LLC | 842,922 | $48,696,000 | 18.47% |
| ACCESS FINANCIAL SERVICES, INC. | 378,261 | $21,852,000 | 17.91% |
| AT Bancorp | 2,418,656 | $139,726,000 | 16.40% |
| Courage Miller Partners, LLC | 377,199 | $21,791,000 | 14.35% |
| MONEYWISE, INC. | 290,554 | $16,785,000 | 14.30% |
| Apriem Advisors | 930,904 | $53,778,000 | 14.25% |