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 | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |