SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,161 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,061,543 | +3.5% | 16,522 | 0.0% | 0.11% | -0.9% |
| Q1 2024 | $1,025,359 | +8.5% | 16,522 | -1.4% | 0.11% | -1.8% |
| Q4 2023 | $945,186 | +13.0% | 16,759 | +1.4% | 0.11% | 0.0% |
| Q3 2023 | $836,167 | -3.4% | 16,525 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $865,389 | +6.3% | 16,525 | -1.8% | 0.11% | 0.0% |
| Q1 2023 | $813,777 | +7.1% | 16,824 | 0.0% | 0.11% | +0.9% |
| Q4 2022 | $759,604 | +0.6% | 16,824 | -5.6% | 0.11% | -12.3% |
| Q3 2022 | $755,000 | -5.2% | 17,824 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $796,000 | -16.3% | 17,824 | +0.9% | 0.12% | -6.8% |
| Q1 2022 | $951,000 | -5.9% | 17,668 | +98.9% | 0.13% | -7.0% |
| Q4 2021 | $1,011,000 | +11.3% | 8,882 | +1.8% | 0.14% | +1.4% |
| Q3 2021 | $908,000 | -18.9% | 8,727 | -19.0% | 0.14% | -19.9% |
| Q2 2021 | $1,120,000 | +8.3% | 10,770 | 0.0% | 0.18% | +4.8% |
| Q1 2021 | $1,034,000 | +5.5% | 10,770 | 0.0% | 0.17% | -4.0% |
| Q4 2020 | $980,000 | +17.6% | 10,770 | +4.3% | 0.18% | +11.5% |
| Q3 2020 | $833,000 | +8.9% | 10,330 | 0.0% | 0.16% | +0.6% |
| Q2 2020 | $765,000 | – | 10,330 | – | 0.16% | – |
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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% |