SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,055,000 | +10.4% | 25,548 | +14.4% | 0.00% | – |
| Q2 2023 | $956,000 | +23.0% | 22,332 | +13.7% | 0.00% | – |
| Q1 2023 | $777,000 | -10.4% | 19,644 | -16.3% | 0.00% | – |
| Q4 2022 | $867,000 | +27.5% | 23,469 | +19.5% | 0.00% | – |
| Q3 2022 | $680,000 | -5.0% | 19,644 | 0.0% | 0.00% | – |
| Q2 2022 | $716,000 | -17.2% | 19,644 | 0.0% | 0.00% | – |
| Q1 2022 | $865,000 | -62.4% | 19,644 | -60.2% | 0.00% | -100.0% |
| Q4 2021 | $2,298,000 | +135.0% | 49,345 | +115.0% | 0.00% | – |
| Q3 2021 | $978,000 | -0.6% | 22,955 | -0.4% | 0.00% | – |
| Q2 2021 | $984,000 | +4.3% | 23,055 | -3.6% | 0.00% | – |
| Q1 2021 | $943,000 | +4.3% | 23,921 | -1.1% | 0.00% | – |
| Q4 2020 | $904,000 | +46.8% | 24,181 | +29.5% | 0.00% | – |
| Q3 2020 | $616,000 | +8.6% | 18,672 | 0.0% | 0.00% | – |
| Q2 2020 | $567,000 | +21.2% | 18,672 | +0.0% | 0.00% | – |
| Q1 2020 | $468,000 | -26.8% | 18,671 | -7.8% | 0.00% | – |
| Q4 2019 | $639,000 | +17.5% | 20,251 | +8.5% | 0.00% | – |
| Q3 2019 | $544,000 | +0.9% | 18,671 | 0.0% | 0.00% | – |
| Q2 2019 | $539,000 | +5.9% | 18,671 | +2.1% | 0.00% | – |
| Q1 2019 | $509,000 | +362.7% | 18,285 | +308.5% | 0.00% | – |
| Q4 2018 | $110,000 | -9.8% | 4,476 | +5.3% | 0.00% | – |
| Q3 2018 | $122,000 | +7.0% | 4,250 | 0.0% | 0.00% | – |
| Q2 2018 | $114,000 | – | 4,250 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |