SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,904 | -5.8% | 288,221 | -2.4% | 0.18% | 0.0% |
| Q2 2023 | $12,640 | +5.4% | 295,388 | -2.6% | 0.18% | +0.6% |
| Q1 2023 | $11,991 | +4.4% | 303,193 | -2.5% | 0.18% | +9.9% |
| Q4 2022 | $11,484 | -99.9% | 310,963 | -2.1% | 0.16% | -16.5% |
| Q3 2022 | $10,989,000 | -3.7% | 317,523 | +1.5% | 0.19% | -1.0% |
| Q2 2022 | $11,406,000 | -21.3% | 312,831 | -5.0% | 0.20% | -9.7% |
| Q1 2022 | $14,499,000 | -6.2% | 329,306 | -0.8% | 0.22% | -19.9% |
| Q4 2021 | $15,462,000 | +9.1% | 331,935 | -0.2% | 0.27% | -0.4% |
| Q3 2021 | $14,173,000 | -1.4% | 332,710 | -1.3% | 0.27% | -4.9% |
| Q2 2021 | $14,376,000 | +6.6% | 336,980 | -1.5% | 0.29% | +1.1% |
| Q1 2021 | $13,487,000 | +4.6% | 342,127 | -0.8% | 0.28% | -5.0% |
| Q4 2020 | $12,897,000 | +11.5% | 344,936 | -1.7% | 0.30% | -1.0% |
| Q3 2020 | $11,567,000 | +2.7% | 350,729 | -5.5% | 0.30% | -7.7% |
| Q2 2020 | $11,263,000 | +9.0% | 371,100 | -10.0% | 0.33% | -3.0% |
| Q1 2020 | $10,333,000 | -22.0% | 412,179 | -1.8% | 0.34% | +0.6% |
| Q4 2019 | $13,252,000 | +8.0% | 419,769 | -0.3% | 0.33% | -14.4% |
| Q3 2019 | $12,275,000 | +0.9% | 420,952 | -0.1% | 0.39% | +1.3% |
| Q2 2019 | $12,164,000 | +3.7% | 421,327 | 0.0% | 0.38% | -21.7% |
| Q1 2019 | $11,726,000 | +8.0% | 421,327 | -4.9% | 0.49% | -6.5% |
| Q4 2018 | $10,860,000 | – | 442,886 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |