SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 974 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $45,474 | +3.5% | 708 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $43,924 | +10.4% | 708 | +0.3% | 0.02% | +6.2% |
| Q4 2023 | $39,792 | +11.9% | 706 | +0.4% | 0.02% | 0.0% |
| Q3 2023 | $35,553 | -3.0% | 703 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $36,659 | +8.3% | 700 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $33,859 | +7.1% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $31,605 | +6.6% | 700 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $29,645 | -5.2% | 700 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $31,262 | -17.1% | 700 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $37,695 | -5.4% | 700 | +100.0% | 0.02% | -5.3% |
| Q4 2021 | $39,837 | +9.4% | 350 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $36,411 | +0.1% | 350 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $36,390 | +10297.1% | 350 | -99.0% | 0.02% | +5.9% |
| Q1 2021 | $350 | -98.9% | 33,611 | +9503.1% | 0.02% | -5.6% |
| Q4 2020 | $31,833 | +12.8% | 350 | 0.0% | 0.02% | -5.3% |
| Q3 2020 | $28,221 | +8.8% | 350 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $25,935 | +21.0% | 350 | 0.0% | 0.02% | +11.8% |
| Q1 2020 | $21,438 | -20.3% | 350 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $26,884 | – | 350 | – | 0.02% | – |
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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% |