SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,248,723 | -9.6% | 102,875 | -6.4% | 0.01% | -15.4% |
| Q2 2023 | $4,701,029 | +114924.0% | 109,863 | +6.3% | 0.01% | +8.3% |
| Q1 2023 | $4,087 | +96.5% | 103,314 | +83.5% | 0.01% | +71.4% |
| Q4 2022 | $2,080 | -99.9% | 56,312 | +17.5% | 0.01% | 0.0% |
| Q3 2022 | $1,659,000 | -15.1% | 47,937 | -10.6% | 0.01% | -12.5% |
| Q2 2022 | $1,955,000 | -14.6% | 53,612 | +3.1% | 0.01% | -11.1% |
| Q1 2022 | $2,289,000 | +204.8% | 51,992 | +222.4% | 0.01% | +200.0% |
| Q4 2021 | $751,000 | +11.1% | 16,125 | +1.6% | 0.00% | -25.0% |
| Q3 2021 | $676,000 | – | 15,866 | – | 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% |