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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,662,174 | $370,654,405 | 31.37% |
| WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
| ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
| Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
| Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
| Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
| Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
| Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
| Avant Capital LLC | 13,700 | $586,217 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |