SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |