SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,023 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
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% | – |
Download |
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% |