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 | $227 | -6.2% | 5,504 | -2.8% | 0.00% | 0.0% |
| Q2 2023 | $242 | +2.5% | 5,664 | -5.1% | 0.00% | 0.0% |
| Q1 2023 | $236 | -32.2% | 5,969 | -36.6% | 0.00% | -50.0% |
| Q4 2022 | $348 | -99.9% | 9,412 | -2.2% | 0.00% | 0.0% |
| Q3 2022 | $333,000 | -12.1% | 9,622 | -7.5% | 0.00% | 0.0% |
| Q2 2022 | $379,000 | -27.1% | 10,402 | -12.0% | 0.00% | 0.0% |
| Q1 2022 | $520,000 | -64.1% | 11,818 | -62.0% | 0.00% | -66.7% |
| Q4 2021 | $1,450,000 | -51.9% | 31,138 | -56.0% | 0.01% | -60.0% |
| Q3 2021 | $3,012,000 | +54.9% | 70,705 | +55.1% | 0.02% | +66.7% |
| Q2 2021 | $1,945,000 | +10.0% | 45,601 | +1.7% | 0.01% | -10.0% |
| Q1 2021 | $1,768,000 | +15.4% | 44,843 | +9.4% | 0.01% | +11.1% |
| Q4 2020 | $1,532,000 | +10.9% | 40,974 | -2.1% | 0.01% | 0.0% |
| Q3 2020 | $1,381,000 | +20.6% | 41,860 | +10.9% | 0.01% | 0.0% |
| Q2 2020 | $1,145,000 | +32.2% | 37,729 | +9.3% | 0.01% | +12.5% |
| Q1 2020 | $866,000 | -49.7% | 34,529 | -36.7% | 0.01% | -38.5% |
| Q4 2019 | $1,721,000 | +27.3% | 54,526 | +17.6% | 0.01% | +8.3% |
| Q3 2019 | $1,352,000 | +7.0% | 46,373 | +6.0% | 0.01% | 0.0% |
| Q2 2019 | $1,263,000 | -9.1% | 43,728 | -12.4% | 0.01% | -7.7% |
| Q1 2019 | $1,389,000 | +42.0% | 49,923 | +25.2% | 0.01% | +18.2% |
| Q4 2018 | $978,000 | +2.2% | 39,889 | +19.3% | 0.01% | +22.2% |
| Q3 2018 | $957,000 | +15.3% | 33,446 | +7.8% | 0.01% | 0.0% |
| Q2 2018 | $830,000 | +35.8% | 31,012 | +32.1% | 0.01% | +28.6% |
| Q1 2018 | $611,000 | – | 23,484 | – | 0.01% | – |
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% |