SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 118 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. 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 | 3,719,104 | $91,193,000 | 20.06% |
| WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
| Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
| Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
| COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
| HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
| Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
| Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
| Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
| Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |