SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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 | 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% |