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 2022 | $33,000 | -8.3% | 961 | -2.8% | 0.03% | 0.0% |
| Q2 2022 | $36,000 | -26.5% | 989 | -11.4% | 0.03% | -17.5% |
| Q1 2022 | $49,000 | -3.9% | 1,116 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $51,000 | +8.5% | 1,116 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $47,000 | -50.0% | 1,116 | -49.6% | 0.04% | -48.8% |
| Q2 2021 | $94,000 | -34.3% | 2,215 | -39.2% | 0.08% | -35.0% |
| Q1 2021 | $143,000 | +248.8% | 3,646 | +226.7% | 0.12% | +223.7% |
| Q4 2020 | $41,000 | – | 1,116 | – | 0.04% | – |
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% |