SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,056 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,091,318 | +8.3% | 32,550 | +4.6% | 1.08% | -6.2% |
| Q1 2024 | $1,930,458 | -3.3% | 31,106 | -12.2% | 1.15% | -17.2% |
| Q4 2023 | $1,997,058 | +19.6% | 35,409 | +7.3% | 1.39% | +3.7% |
| Q3 2023 | $1,669,683 | +3.3% | 32,998 | +6.9% | 1.34% | +7.1% |
| Q2 2023 | $1,616,912 | +10.0% | 30,875 | +1.6% | 1.25% | +1.5% |
| Q1 2023 | $1,470,313 | +15.7% | 30,397 | +8.0% | 1.23% | +9.6% |
| Q4 2022 | $1,270,608 | – | 28,142 | – | 1.12% | – |
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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% |