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 | $602,527 | +3.5% | 14,589 | +7.2% | 0.00% | 0.0% |
| Q2 2023 | $582,233 | -3.4% | 13,607 | -10.7% | 0.00% | 0.0% |
| Q1 2023 | $602,455 | +20.3% | 15,233 | +12.3% | 0.00% | 0.0% |
| Q4 2022 | $500,887 | -62.9% | 13,563 | -65.2% | 0.00% | -50.0% |
| Q3 2022 | $1,350,000 | +320.6% | 39,009 | +343.9% | 0.00% | +100.0% |
| Q2 2022 | $321,000 | +78.3% | 8,788 | +114.6% | 0.00% | – |
| Q1 2022 | $180,000 | -5.8% | 4,096 | 0.0% | 0.00% | – |
| Q4 2021 | $191,000 | +12.4% | 4,096 | +2.5% | 0.00% | – |
| Q3 2021 | $170,000 | +3.7% | 3,996 | +4.1% | 0.00% | – |
| Q2 2021 | $164,000 | +80.2% | 3,838 | +66.3% | 0.00% | – |
| Q1 2021 | $91,000 | +9.6% | 2,308 | +3.4% | 0.00% | – |
| Q4 2020 | $83,000 | +654.5% | 2,233 | +536.2% | 0.00% | – |
| Q4 2019 | $11,000 | +22.2% | 351 | +8.7% | 0.00% | – |
| Q3 2019 | $9,000 | – | 323 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |