SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 957 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,030,914 | +68.5% | 16,045 | +62.7% | 0.00% | – |
| Q1 2024 | $611,857 | -29.7% | 9,859 | -36.1% | 0.00% | – |
| Q4 2023 | $870,122 | +14.1% | 15,427 | +2.4% | 0.00% | – |
| Q3 2023 | $762,345 | +64.6% | 15,066 | +70.4% | 0.00% | – |
| Q2 2023 | $463,032 | +96.1% | 8,841 | +81.1% | 0.00% | – |
| Q1 2023 | $236,148 | +101251.1% | 4,882 | -5.4% | 0.00% | – |
| Q4 2022 | $233 | -99.9% | 5,159 | -3.3% | 0.00% | – |
| Q3 2022 | $226,000 | -33.7% | 5,337 | -15.8% | 0.00% | – |
| Q1 2022 | $341,000 | -36.1% | 6,340 | +35.1% | 0.00% | – |
| Q4 2021 | $534,000 | +100.0% | 4,692 | +82.9% | 0.00% | – |
| Q3 2021 | $267,000 | +25.9% | 2,566 | +16.5% | 0.00% | – |
| Q1 2021 | $212,000 | -78.6% | 2,203 | -79.7% | 0.00% | -100.0% |
| Q4 2020 | $989,000 | +287.8% | 10,869 | +227.0% | 0.00% | – |
| Q4 2019 | $255,000 | -38.3% | 3,324 | -45.6% | 0.00% | – |
| Q1 2019 | $413,000 | +95.7% | 6,112 | +49.2% | 0.00% | – |
| Q3 2016 | $211,000 | -1.4% | 4,096 | -5.4% | 0.00% | – |
| Q2 2015 | $214,000 | – | 4,330 | – | 0.00% | – |
Download | ||||||
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% |