SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,501,139 | +16.8% | 36,347 | +21.0% | 0.00% | 0.0% |
| Q2 2023 | $1,285,561 | +28.7% | 30,043 | +19.0% | 0.00% | +100.0% |
| Q1 2023 | $998,621 | -24.4% | 25,250 | -29.4% | 0.00% | -50.0% |
| Q4 2022 | $1,320,317 | -4.3% | 35,752 | -10.3% | 0.00% | 0.0% |
| Q3 2022 | $1,379,000 | +23.9% | 39,843 | +30.5% | 0.00% | 0.0% |
| Q2 2022 | $1,113,000 | +140.9% | 30,524 | +191.1% | 0.00% | +100.0% |
| Q1 2022 | $462,000 | +0.4% | 10,485 | +6.2% | 0.00% | 0.0% |
| Q4 2021 | $460,000 | +90.9% | 9,873 | +74.5% | 0.00% | – |
| Q3 2021 | $241,000 | -39.9% | 5,659 | -39.8% | 0.00% | -100.0% |
| Q2 2021 | $401,000 | +100.5% | 9,404 | +85.3% | 0.00% | – |
| Q1 2021 | $200,000 | – | 5,076 | – | 0.00% | – |
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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% |