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 2023 | $2,483,947 | -3.5% | 60,144 | 0.0% | 0.15% | -9.0% |
| Q2 2023 | $2,573,562 | +8.2% | 60,144 | 0.0% | 0.17% | -23.4% |
| Q1 2023 | $2,378,695 | +7.1% | 60,144 | 0.0% | 0.22% | -41.2% |
| Q4 2022 | $2,221,118 | +6.7% | 60,144 | 0.0% | 0.37% | -15.7% |
| Q3 2022 | $2,082,000 | -5.1% | 60,144 | 0.0% | 0.44% | +15.8% |
| Q2 2022 | $2,193,000 | -13.6% | 60,144 | +4.3% | 0.38% | +45.6% |
| Q1 2022 | $2,539,000 | -5.5% | 57,670 | 0.0% | 0.26% | +0.8% |
| Q4 2021 | $2,686,000 | +9.3% | 57,670 | 0.0% | 0.26% | -41.0% |
| Q3 2021 | $2,457,000 | +31.4% | 57,670 | +31.5% | 0.44% | +109.0% |
| Q2 2021 | $1,870,000 | +213.2% | 43,841 | +189.4% | 0.21% | +244.3% |
| Q1 2021 | $597,000 | – | 15,149 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |