SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 949 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,498,118 | +7.6% | 23,317 | +3.9% | 0.01% | 0.0% |
| Q1 2024 | $1,392,068 | +37.3% | 22,431 | +24.8% | 0.01% | +20.0% |
| Q4 2023 | $1,013,733 | +5.7% | 17,974 | -5.2% | 0.01% | 0.0% |
| Q3 2023 | $959,275 | +342.1% | 18,958 | +291.0% | 0.01% | +150.0% |
| Q3 2022 | $217,000 | -3.6% | 4,849 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $225,000 | -14.4% | 4,832 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $263,000 | +1.5% | 4,959 | +98.1% | 0.00% | 0.0% |
| Q4 2021 | $259,000 | +1.2% | 2,503 | +7.7% | 0.00% | 0.0% |
| Q3 2021 | $256,000 | +7.6% | 2,324 | +4.0% | 0.00% | +100.0% |
| Q2 2021 | $238,000 | +0.8% | 2,234 | -4.2% | 0.00% | 0.0% |
| Q1 2021 | $236,000 | +17.4% | 2,332 | +8.6% | 0.00% | 0.0% |
| Q4 2020 | $201,000 | -1.5% | 2,147 | -12.0% | 0.00% | 0.0% |
| Q3 2020 | $204,000 | -3.3% | 2,439 | -9.5% | 0.00% | -50.0% |
| Q4 2019 | $211,000 | -28.0% | 2,695 | -36.6% | 0.00% | 0.0% |
| Q1 2019 | $293,000 | -16.3% | 4,249 | -23.5% | 0.00% | -33.3% |
| Q4 2018 | $350,000 | -3.6% | 5,555 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $363,000 | -2.7% | 5,555 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $373,000 | +10.4% | 5,555 | +5.7% | 0.00% | +50.0% |
| Q1 2018 | $338,000 | -5.1% | 5,255 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $356,000 | +10.6% | 5,255 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $322,000 | -2.1% | 5,255 | -5.8% | 0.00% | 0.0% |
| Q2 2017 | $329,000 | +3.5% | 5,581 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $318,000 | – | 5,581 | – | 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% |