SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 8,662,174 | $370,654,405 | 31.37% |
WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
Avant Capital LLC | 13,700 | $586,217 | 0.65% |
MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |