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 | $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 | 8,357,876 | $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% |