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 | $809,315 | +21.9% | 19,596 | +26.3% | 0.00% | – |
| Q2 2023 | $664,015 | +168.2% | 15,518 | +147.9% | 0.00% | – |
| Q1 2023 | $247,623 | -83.8% | 6,261 | -84.9% | 0.00% | – |
| Q4 2022 | $1,526,317 | +135.5% | 41,330 | +132.4% | 0.00% | – |
| Q2 2022 | $648,000 | -75.0% | 17,786 | -68.1% | 0.00% | -100.0% |
| Q4 2021 | $2,595,000 | +415.9% | 55,714 | +371.5% | 0.00% | – |
| Q3 2021 | $503,000 | -39.2% | 11,817 | -43.6% | 0.00% | – |
| Q1 2021 | $827,000 | -17.5% | 20,969 | -31.1% | 0.00% | – |
| Q3 2020 | $1,003,000 | +77.2% | 30,420 | +63.1% | 0.00% | – |
| Q2 2020 | $566,000 | -75.1% | 18,655 | -79.4% | 0.00% | -100.0% |
| Q1 2020 | $2,272,000 | +108.1% | 90,641 | +162.1% | 0.00% | – |
| Q4 2019 | $1,092,000 | +141.1% | 34,587 | +112.4% | 0.00% | – |
| Q1 2019 | $453,000 | -74.3% | 16,284 | -77.4% | 0.00% | -100.0% |
| Q4 2018 | $1,763,000 | +186.7% | 71,907 | +234.5% | 0.00% | – |
| Q3 2018 | $615,000 | -19.6% | 21,500 | -24.7% | 0.00% | – |
| Q2 2018 | $765,000 | -4.7% | 28,559 | -7.5% | 0.00% | – |
| Q1 2018 | $803,000 | – | 30,870 | – | 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% |