SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $19,933 | +7.1% | 504 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,613 | +9.5% | 504 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $17,000 | -5.6% | 504 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -18.2% | 504 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 504 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | – | 504 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
| WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
| Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
| Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
| COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
| HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
| Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
| Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
| Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
| Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |