SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $392 | -23.0% | 9,500 | -20.1% | 0.06% | -20.8% |
Q2 2023 | $509 | -99.9% | 11,895 | -4.0% | 0.08% | -3.8% |
Q1 2023 | $490,222 | +7.1% | 12,395 | 0.0% | 0.08% | -1.2% |
Q4 2022 | $457,747 | +11.6% | 12,395 | +4.6% | 0.08% | -4.7% |
Q3 2022 | $410,000 | -5.1% | 11,845 | 0.0% | 0.08% | -2.3% |
Q2 2022 | $432,000 | -17.2% | 11,845 | 0.0% | 0.09% | -7.4% |
Q1 2022 | $522,000 | -5.4% | 11,845 | 0.0% | 0.09% | -6.0% |
Q4 2021 | $552,000 | +9.3% | 11,845 | 0.0% | 0.10% | 0.0% |
Q3 2021 | $505,000 | 0.0% | 11,845 | 0.0% | 0.10% | 0.0% |
Q2 2021 | $505,000 | +8.1% | 11,845 | 0.0% | 0.10% | +1.0% |
Q1 2021 | $467,000 | +2.6% | 11,845 | -2.7% | 0.10% | -6.6% |
Q4 2020 | $455,000 | +13.2% | 12,175 | 0.0% | 0.11% | -4.5% |
Q3 2020 | $402,000 | +8.6% | 12,175 | 0.0% | 0.11% | +5.7% |
Q2 2020 | $370,000 | +21.3% | 12,175 | 0.0% | 0.10% | +4.0% |
Q1 2020 | $305,000 | -20.6% | 12,175 | 0.0% | 0.10% | +4.1% |
Q4 2019 | $384,000 | 0.0% | 12,175 | -7.6% | 0.10% | -7.6% |
Q3 2019 | $384,000 | +1.1% | 13,175 | 0.0% | 0.10% | +1.9% |
Q2 2019 | $380,000 | +3.5% | 13,175 | 0.0% | 0.10% | +1.0% |
Q1 2019 | $367,000 | – | 13,175 | – | 0.10% | – |
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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% |