SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,176 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.14 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $477,266 | +21.0% | 7,428 | +12.1% | 0.18% | +16.4% |
| Q1 2024 | $394,409 | -8.9% | 6,625 | -13.7% | 0.16% | -12.6% |
| Q4 2023 | $432,908 | +18.6% | 7,676 | +6.4% | 0.18% | +13.0% |
| Q3 2023 | $364,911 | -10.2% | 7,212 | -7.0% | 0.16% | -5.8% |
| Q2 2023 | $406,188 | +6.2% | 7,756 | -1.9% | 0.17% | 0.0% |
| Q1 2023 | $382,358 | +0.5% | 7,905 | -6.2% | 0.17% | -5.0% |
| Q4 2022 | $380,462 | +6.9% | 8,427 | +0.3% | 0.18% | -3.2% |
| Q3 2022 | $356,000 | -24.4% | 8,401 | -3.9% | 0.19% | -10.1% |
| Q2 2022 | $471,000 | 0.0% | 8,741 | 0.0% | 0.21% | 0.0% |
| Q1 2022 | $471,000 | -5.2% | 8,741 | +100.2% | 0.21% | -5.9% |
| Q4 2021 | $497,000 | +8.3% | 4,367 | -1.0% | 0.22% | +5.8% |
| Q3 2021 | $459,000 | -0.6% | 4,413 | -0.7% | 0.21% | -3.7% |
| Q2 2021 | $462,000 | +7.9% | 4,442 | -0.4% | 0.22% | -0.9% |
| Q1 2021 | $428,000 | +4.9% | 4,458 | -0.7% | 0.22% | -10.3% |
| Q4 2020 | $408,000 | +12.7% | 4,491 | +0.1% | 0.24% | +3.8% |
| Q3 2020 | $362,000 | +1.7% | 4,485 | -6.6% | 0.23% | -2.5% |
| Q2 2020 | $356,000 | +21.1% | 4,801 | +0.1% | 0.24% | +12.7% |
| Q1 2020 | $294,000 | +9.3% | 4,794 | +38.0% | 0.21% | +13.3% |
| Q4 2018 | $269,000 | – | 3,473 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,629,945 | $209,702,000 | 48.21% |
| EVERMAY WEALTH MANAGEMENT LLC | 974,772 | $56,313,000 | 24.97% |
| HBK Sorce Advisory LLC | 2,548,594 | $147,232,000 | 23.61% |
| Northwest Quadrant Wealth Management, LLC | 384,458 | $22,702,000 | 19.43% |
| AJ WEALTH STRATEGIES, LLC | 842,922 | $48,696,000 | 18.47% |
| ACCESS FINANCIAL SERVICES, INC. | 378,261 | $21,852,000 | 17.91% |
| AT Bancorp | 2,418,656 | $139,726,000 | 16.40% |
| Courage Miller Partners, LLC | 377,199 | $21,791,000 | 14.35% |
| MONEYWISE, INC. | 290,554 | $16,785,000 | 14.30% |
| Apriem Advisors | 930,904 | $53,778,000 | 14.25% |