SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $342,309 | +3.2% | 5,327 | -0.3% | 0.17% | -5.5% |
| Q1 2024 | $331,696 | -13.1% | 5,344 | -21.1% | 0.18% | -23.3% |
| Q4 2023 | $381,824 | +25.5% | 6,769 | +7.6% | 0.24% | +10.3% |
| Q1 2023 | $304,344 | +8.5% | 6,292 | +1.2% | 0.21% | -5.3% |
| Q4 2022 | $280,607 | +11.0% | 6,215 | +4.1% | 0.23% | -5.0% |
| Q3 2022 | $252,745 | -2.9% | 5,968 | +2.4% | 0.24% | -6.3% |
| Q2 2022 | $260,234 | -45.9% | 5,827 | -34.7% | 0.25% | -41.5% |
| Q1 2022 | $480,881 | -3.1% | 8,930 | +104.8% | 0.43% | -9.4% |
| Q4 2021 | $496,255 | – | 4,360 | – | 0.48% | – |
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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% |