SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $555,421 | -3.5% | 13,448 | +0.0% | 0.08% | +1.2% |
Q2 2023 | $575,324 | +8.2% | 13,445 | +0.0% | 0.08% | +2.5% |
Q1 2023 | $531,639 | +1276.3% | 13,442 | +1185.1% | 0.08% | +1216.7% |
Q4 2022 | $38,629 | +7.3% | 1,046 | 0.0% | 0.01% | -14.3% |
Q3 2022 | $36,000 | -5.3% | 1,046 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $38,000 | -17.4% | 1,046 | 0.0% | 0.01% | -12.5% |
Q1 2022 | $46,000 | +53.3% | 1,046 | +62.7% | 0.01% | +33.3% |
Q4 2021 | $30,000 | +11.1% | 643 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $27,000 | 0.0% | 643 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $27,000 | +145.5% | 643 | +129.6% | 0.01% | +200.0% |
Q1 2021 | $11,000 | +10.0% | 280 | 0.0% | 0.00% | -33.3% |
Q4 2020 | $10,000 | +11.1% | 280 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $9,000 | +12.5% | 280 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $8,000 | +14.3% | 280 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $7,000 | -12.5% | 280 | 0.0% | 0.00% | -25.0% |
Q4 2019 | $8,000 | – | 280 | – | 0.00% | – |
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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% |