SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,024 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $373,293 | +3.5% | 5,810 | 0.0% | 0.28% | +2.2% |
Q1 2024 | $360,569 | +10.0% | 5,810 | 0.0% | 0.28% | +2.2% |
Q4 2023 | $327,684 | +11.5% | 5,810 | 0.0% | 0.27% | -0.4% |
Q3 2023 | $293,986 | -3.4% | 5,810 | 0.0% | 0.27% | -1.8% |
Q2 2023 | $304,270 | +8.3% | 5,810 | 0.0% | 0.28% | +2.2% |
Q1 2023 | $281,030 | +8.1% | 5,810 | +0.9% | 0.27% | +1.5% |
Q4 2022 | $260,064 | – | 5,760 | – | 0.27% | – |
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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% |