SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 149 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $311,200 | +8.9% | 5,888 | +4.4% | 0.00% | 0.0% |
| Q1 2024 | $285,672 | +10.1% | 5,638 | +0.1% | 0.00% | 0.0% |
| Q4 2023 | $259,531 | -0.7% | 5,635 | -10.9% | 0.00% | 0.0% |
| 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 | 5,339,235 | $162,046,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 786,915 | $23,883,000 | 7.11% |
| Clearshares LLC | 147,804 | $4,425,000 | 3.54% |
| Element Wealth, LLC | 42,971 | $1,304,000 | 1.50% |
| Parkside Advisors LLC | 91,482 | $2,776,000 | 1.29% |
| MADISON WEALTH MANAGEMENT | 56,080 | $1,702,000 | 0.56% |
| Cedar Brook Financial Partners, LLC | 39,262 | $1,192,000 | 0.53% |
| Financial Engines Advisors L.L.C. | 3,649,535 | $110,763,000 | 0.48% |
| Pinion Investment Advisors, LLC | 7,576 | $230,000 | 0.35% |
| Omega Financial Group, LLC | 17,709 | $537,000 | 0.35% |