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 | $651,303 | -16.0% | 10,137 | -18.9% | 0.08% | -14.1% |
| Q1 2024 | $775,316 | +10.0% | 12,493 | 0.0% | 0.09% | +5.7% |
| Q4 2023 | $704,606 | +1.8% | 12,493 | -8.6% | 0.09% | -7.4% |
| Q3 2023 | $691,854 | -3.4% | 13,673 | 0.0% | 0.09% | +2.2% |
| Q2 2023 | $716,056 | +8.3% | 13,673 | 0.0% | 0.09% | +3.4% |
| Q1 2023 | $661,364 | +5.1% | 13,673 | -1.9% | 0.09% | +1.1% |
| Q4 2022 | $629,210 | +6.6% | 13,936 | 0.0% | 0.09% | -1.1% |
| Q3 2022 | $590,000 | -5.1% | 13,936 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $622,000 | -17.1% | 13,936 | 0.0% | 0.09% | -4.3% |
| Q1 2022 | $750,000 | -5.4% | 13,936 | +100.0% | 0.09% | +3.3% |
| Q4 2021 | $793,000 | +9.4% | 6,968 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $725,000 | +0.1% | 6,968 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $724,000 | +9.7% | 6,968 | +1.5% | 0.09% | -4.2% |
| Q1 2021 | $660,000 | -10.8% | 6,868 | -15.6% | 0.10% | +11.8% |
| Q4 2020 | $740,000 | +26.3% | 8,141 | +12.1% | 0.08% | +13.3% |
| Q3 2020 | $586,000 | +8.9% | 7,263 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $538,000 | -8.2% | 7,263 | -24.1% | 0.08% | -29.0% |
| Q1 2020 | $586,000 | -22.7% | 9,574 | -3.0% | 0.11% | -1.8% |
| Q4 2019 | $758,000 | +7.5% | 9,874 | -0.7% | 0.11% | -1.8% |
| Q3 2019 | $705,000 | -0.6% | 9,941 | -1.6% | 0.11% | 0.0% |
| Q2 2019 | $709,000 | +25.3% | 10,101 | +20.7% | 0.11% | +8.8% |
| Q1 2019 | $566,000 | +13.2% | 8,368 | 0.0% | 0.10% | -2.9% |
| Q4 2018 | $500,000 | -14.1% | 8,368 | 0.0% | 0.10% | +1.0% |
| Q3 2018 | $582,000 | +7.0% | 8,368 | 0.0% | 0.10% | +1.0% |
| Q2 2018 | $544,000 | -17.9% | 8,368 | -20.4% | 0.10% | -18.9% |
| Q1 2018 | $663,000 | -6.4% | 10,513 | -5.3% | 0.13% | -9.3% |
| Q4 2017 | $708,000 | +17.4% | 11,101 | +6.3% | 0.14% | +7.7% |
| Q2 2017 | $603,000 | +33.1% | 10,441 | +22.8% | 0.13% | +25.0% |
| Q4 2016 | $453,000 | +36.4% | 8,503 | +32.2% | 0.10% | +35.1% |
| Q3 2016 | $332,000 | +43.7% | 6,433 | +38.6% | 0.08% | +40.0% |
| Q2 2016 | $231,000 | – | 4,640 | – | 0.06% | – |
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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% |