SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,561,712 | +90.7% | 86,240 | +97.5% | 0.00% | – |
Q2 2023 | $1,868,126 | +791.0% | 43,658 | +723.6% | 0.00% | – |
Q1 2023 | $209,655 | -88.0% | 5,301 | -88.8% | 0.00% | – |
Q4 2022 | $1,749,301 | -47.1% | 47,368 | -50.4% | 0.00% | -100.0% |
Q3 2022 | $3,304,000 | +18.6% | 95,452 | +25.0% | 0.00% | 0.0% |
Q2 2022 | $2,785,000 | +12.0% | 76,383 | +35.2% | 0.00% | – |
Q1 2022 | $2,487,000 | +214.8% | 56,490 | +233.0% | 0.00% | – |
Q4 2021 | $790,000 | -46.7% | 16,962 | -51.2% | 0.00% | – |
Q3 2021 | $1,482,000 | +0.2% | 34,782 | +0.3% | 0.00% | – |
Q2 2021 | $1,479,000 | +55.2% | 34,666 | +43.3% | 0.00% | – |
Q1 2021 | $953,000 | +60.4% | 24,184 | +34.2% | 0.00% | – |
Q3 2020 | $594,000 | -58.8% | 18,020 | -62.0% | 0.00% | – |
Q2 2020 | $1,441,000 | +60.6% | 47,474 | +32.6% | 0.00% | – |
Q1 2020 | $897,000 | +157.0% | 35,799 | +224.2% | 0.00% | – |
Q4 2019 | $349,000 | -85.9% | 11,042 | -87.0% | 0.00% | -100.0% |
Q3 2019 | $2,474,000 | -39.0% | 84,837 | -39.7% | 0.00% | 0.0% |
Q2 2019 | $4,059,000 | +278.6% | 140,625 | +264.8% | 0.00% | – |
Q1 2019 | $1,072,000 | +327.1% | 38,548 | +276.3% | 0.00% | – |
Q4 2018 | $251,000 | -23.0% | 10,243 | -10.1% | 0.00% | – |
Q3 2018 | $326,000 | -67.5% | 11,400 | -69.6% | 0.00% | – |
Q2 2018 | $1,003,000 | +175.5% | 37,476 | +167.6% | 0.00% | – |
Q1 2018 | $364,000 | -78.9% | 14,005 | -78.6% | 0.00% | -100.0% |
Q4 2017 | $1,722,000 | – | 65,557 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 8,662,174 | $370,654,405 | 31.37% |
WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
Avant Capital LLC | 13,700 | $586,217 | 0.65% |
MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |