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 | $28 | -15.2% | 437 | -17.1% | 0.01% | -30.0% |
| Q1 2024 | $33 | +10.0% | 527 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $30 | +11.1% | 527 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $27 | -6.9% | 527 | -4.2% | 0.02% | -9.1% |
| Q2 2023 | $29 | -9.4% | 550 | -16.7% | 0.02% | -15.4% |
| Q1 2023 | $32 | -30.4% | 660 | -35.7% | 0.03% | -35.0% |
| Q4 2022 | $46 | -99.9% | 1,026 | +36.8% | 0.04% | +29.0% |
| Q3 2022 | $32,000 | +10.3% | 750 | +13.6% | 0.03% | +14.8% |
| Q2 2022 | $29,000 | -19.4% | 660 | 0.0% | 0.03% | -6.9% |
| Q1 2022 | $36,000 | – | 660 | – | 0.03% | – |
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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% |