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 | $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% | – |
Download |
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% |