SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 974 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,000,040 | +13.0% | 31,129 | +9.2% | 1.19% | +9.1% |
| Q1 2024 | $1,769,268 | -15.1% | 28,509 | -22.8% | 1.09% | -26.9% |
| Q4 2023 | $2,083,230 | +43.6% | 36,937 | +28.8% | 1.49% | +26.9% |
| Q3 2023 | $1,451,005 | -9.9% | 28,676 | -6.8% | 1.17% | -4.6% |
| Q2 2023 | $1,610,662 | +394.5% | 30,755 | +356.7% | 1.23% | +397.6% |
| Q1 2023 | $325,724 | +63.9% | 6,734 | +53.0% | 0.25% | +77.7% |
| Q4 2022 | $198,738 | -24.1% | 4,402 | -28.9% | 0.14% | -27.6% |
| Q3 2022 | $262,000 | -24.1% | 6,188 | -19.8% | 0.19% | -18.6% |
| Q2 2022 | $345,000 | -89.5% | 7,718 | -89.1% | 0.24% | -89.0% |
| Q1 2022 | $3,276,000 | – | 70,615 | – | 2.14% | – |
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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% |