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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,357,876 | $308,656,363 | 29.52% |
| WADDELL & ASSOCIATES, LLC | 969,320 | $35,796,977 | 5.99% |
| Kaizen Financial Strategies | 65,688 | $2,532,272 | 2.50% |
| Financial Engines Advisors L.L.C. | 21,306,259 | $786,840,148 | 2.25% |
| Cassady Schiller Wealth Management, LLC | 53,850 | $1,988,664 | 1.22% |
| Parkside Advisors LLC | 79,101 | $2,921,196 | 1.02% |
| Cedar Brook Financial Partners, LLC | 92,986 | $3,433,964 | 0.97% |
| Red Door Wealth Management, LLC | 74,723 | $2,759,520 | 0.91% |
| Blueprint Investment Partners LLC | 80,759 | $2,982,430 | 0.63% |
| Avant Capital LLC | 12,977 | $479,229 | 0.59% |