SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,161 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,028,562 | +3.1% | 31,573 | -0.4% | 0.66% | -6.2% |
| Q1 2024 | $1,967,050 | +6.0% | 31,696 | -3.7% | 0.70% | -4.9% |
| Q4 2023 | $1,856,015 | +41.7% | 32,908 | +27.2% | 0.73% | +25.5% |
| Q3 2023 | $1,309,564 | -3.3% | 25,881 | +0.1% | 0.58% | -52.4% |
| Q2 2023 | $1,354,049 | +8.4% | 25,855 | +0.1% | 1.23% | -7.9% |
| Q1 2023 | $1,249,429 | +3.7% | 25,831 | -3.2% | 1.34% | -9.8% |
| Q4 2022 | $1,204,728 | – | 26,683 | – | 1.48% | – |
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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% |