SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,000 | +33.2% | 11,477 | +38.0% | 0.02% | +25.0% |
| Q2 2023 | $355,970 | +28561.0% | 8,319 | -73.5% | 0.01% | -70.0% |
| Q1 2023 | $1,242 | +53.7% | 31,415 | +43.6% | 0.04% | +21.2% |
| Q4 2022 | $808 | -99.8% | 21,871 | +101.3% | 0.03% | +450.0% |
| Q3 2022 | $376,000 | +4600.0% | 10,863 | +5147.8% | 0.01% | – |
| Q2 2022 | $8,000 | – | 207 | +2857.1% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 7 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $721,000 | -42.5% | 15,469 | -47.5% | 0.01% | -62.5% |
| Q3 2021 | $1,255,000 | +3485.7% | 29,462 | +3510.5% | 0.03% | +3100.0% |
| Q2 2021 | $35,000 | -92.9% | 816 | -93.5% | 0.00% | -87.5% |
| Q1 2021 | $493,000 | +12225.0% | 12,504 | +11586.0% | 0.01% | – |
| Q4 2020 | $4,000 | -33.3% | 107 | -42.2% | 0.00% | – |
| Q3 2020 | $6,000 | -99.1% | 185 | -99.2% | 0.00% | -100.0% |
| Q2 2020 | $703,000 | +200.4% | 23,163 | +147.7% | 0.03% | +107.1% |
| Q1 2020 | $234,000 | -59.2% | 9,353 | -48.5% | 0.01% | -70.8% |
| Q4 2019 | $573,000 | +25.9% | 18,152 | +16.4% | 0.05% | +54.8% |
| Q3 2019 | $455,000 | -43.3% | 15,591 | -43.9% | 0.03% | -42.6% |
| Q2 2019 | $802,000 | +62.0% | 27,787 | +56.3% | 0.05% | +80.0% |
| Q1 2019 | $495,000 | +15.1% | 17,783 | +1.3% | 0.03% | -3.2% |
| Q4 2018 | $430,000 | +241.3% | 17,562 | +297.1% | 0.03% | +244.4% |
| Q3 2018 | $126,000 | +600.0% | 4,423 | +567.1% | 0.01% | +800.0% |
| Q2 2018 | $18,000 | – | 663 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |