SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $614,210 | +11.3% | 13,335 | -0.2% | 0.01% | 0.0% |
| Q3 2023 | $551,685 | +18.3% | 13,358 | +22.6% | 0.01% | +28.6% |
| Q2 2023 | $466,197 | -4.2% | 10,895 | -11.5% | 0.01% | -12.5% |
| Q1 2023 | $486,742 | +11.3% | 12,307 | +3.9% | 0.01% | 0.0% |
| Q4 2022 | $437,510 | +6.7% | 11,847 | 0.0% | 0.01% | -27.3% |
| Q3 2022 | $410,000 | -5.1% | 11,847 | 0.0% | 0.01% | +10.0% |
| Q2 2022 | $432,000 | -17.2% | 11,847 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $522,000 | -28.5% | 11,847 | -24.4% | 0.01% | -33.3% |
| Q4 2021 | $730,000 | +9.3% | 15,675 | 0.0% | 0.02% | +15.4% |
| Q3 2021 | $668,000 | -0.1% | 15,675 | 0.0% | 0.01% | -18.8% |
| Q2 2021 | $669,000 | – | 15,675 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,339,235 | $162,046,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 786,915 | $23,883,000 | 7.11% |
| Clearshares LLC | 147,804 | $4,425,000 | 3.54% |
| Element Wealth, LLC | 42,971 | $1,304,000 | 1.50% |
| Parkside Advisors LLC | 91,482 | $2,776,000 | 1.29% |
| MADISON WEALTH MANAGEMENT | 56,080 | $1,702,000 | 0.56% |
| Cedar Brook Financial Partners, LLC | 39,262 | $1,192,000 | 0.53% |
| Financial Engines Advisors L.L.C. | 3,649,535 | $110,763,000 | 0.48% |
| Pinion Investment Advisors, LLC | 7,576 | $230,000 | 0.35% |
| Omega Financial Group, LLC | 17,709 | $537,000 | 0.35% |