SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,729 | -3.1% | 66 | 0.0% | 0.00% | – |
| Q2 2023 | $2,817 | +8.6% | 66 | 0.0% | 0.00% | – |
| Q1 2023 | $2,594 | +39.5% | 66 | +32.0% | 0.00% | – |
| Q4 2022 | $1,860 | +86.0% | 50 | +31.6% | 0.00% | – |
| Q3 2022 | $1,000 | -98.2% | 38 | -97.5% | 0.00% | -100.0% |
| Q2 2022 | $56,000 | -16.4% | 1,525 | +0.4% | 0.01% | +50.0% |
| Q1 2022 | $67,000 | -5.6% | 1,519 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $71,000 | +10.9% | 1,515 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $64,000 | 0.0% | 1,509 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $64,000 | +8.5% | 1,505 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $59,000 | -1.7% | 1,500 | -6.0% | 0.00% | -20.0% |
| Q4 2020 | $60,000 | +140.0% | 1,596 | +112.8% | 0.01% | +150.0% |
| Q3 2020 | $25,000 | +8.7% | 750 | -0.9% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +21.1% | 757 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -20.8% | 757 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 757 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 757 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 757 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $21,000 | +16.7% | 757 | +0.9% | 0.00% | +50.0% |
| Q4 2018 | $18,000 | – | 750 | – | 0.00% | – |
Download | ||||||
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% |