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 | $261,306 | +1.1% | 6,327 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $258,375 | +13.8% | 6,038 | +5.2% | 0.00% | 0.0% |
| Q1 2023 | $227,017 | +54.7% | 5,740 | +44.4% | 0.00% | 0.0% |
| Q4 2022 | $146,777 | +57.8% | 3,974 | +48.4% | 0.00% | +100.0% |
| Q3 2022 | $93,000 | +106.7% | 2,678 | +119.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | +4400.0% | 1,223 | +3976.7% | 0.00% | – |
| Q1 2022 | $1,000 | – | 30 | – | 0.00% | – |
Download | ||||||
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% |