SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 949 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,838,471 | +4.1% | 402,155 | +0.5% | 14.09% | -0.7% |
| Q1 2024 | $24,826,618 | +9.2% | 400,042 | -0.8% | 14.19% | +1.1% |
| Q4 2023 | $22,736,462 | +12.3% | 403,129 | +0.8% | 14.03% | +2.0% |
| Q3 2023 | $20,243,696 | -1.0% | 400,073 | +2.4% | 13.76% | +1.4% |
| Q2 2023 | $20,450,972 | +7.8% | 390,509 | -0.4% | 13.56% | +2.3% |
| Q1 2023 | $18,964,275 | +9.5% | 392,067 | +2.2% | 13.26% | +3.9% |
| Q4 2022 | $17,316,901 | +7.7% | 383,542 | +1.0% | 12.76% | -0.5% |
| Q3 2022 | $16,085,000 | -1.8% | 379,800 | +3.6% | 12.83% | +1.9% |
| Q2 2022 | $16,375,000 | -15.6% | 366,659 | +1.8% | 12.60% | -6.7% |
| Q1 2022 | $19,399,000 | -0.3% | 360,234 | +110.8% | 13.50% | -1.5% |
| Q4 2021 | $19,450,000 | – | 170,880 | – | 13.71% | – |
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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% |