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 | $569,999 | +3.7% | 8,872 | +0.1% | 0.16% | -11.7% |
| Q1 2024 | $549,888 | +2.4% | 8,861 | -6.9% | 0.18% | -11.8% |
| Q4 2023 | $536,797 | +11.8% | 9,518 | +0.3% | 0.20% | -12.5% |
| Q3 2023 | $480,262 | +76011.3% | 9,491 | -21.3% | 0.23% | -23.7% |
| Q2 2023 | $631 | +11.5% | 12,066 | +3.1% | 0.30% | -11.6% |
| Q1 2023 | $566 | -17.1% | 11,704 | -22.7% | 0.34% | -29.7% |
| Q4 2022 | $683 | -99.9% | 15,136 | -0.1% | 0.49% | -17.7% |
| Q3 2022 | $641,000 | -9.6% | 15,145 | -4.6% | 0.59% | -29.8% |
| Q2 2022 | $709,000 | -23.6% | 15,877 | -7.9% | 0.85% | -39.0% |
| Q1 2022 | $928,000 | – | 17,233 | – | 1.39% | – |
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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% |