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 | $295,808 | -6.9% | 7,304 | -0.0% | 0.02% | -5.9% |
| Q2 2023 | $317,729 | +9.5% | 7,306 | +0.1% | 0.02% | 0.0% |
| Q1 2023 | $290,096 | -1.1% | 7,298 | +0.1% | 0.02% | -5.6% |
| Q4 2022 | $293,277 | +8.2% | 7,290 | +23.8% | 0.02% | -5.3% |
| Q3 2021 | $271,000 | -47.5% | 5,888 | -50.0% | 0.02% | 0.0% |
| Q2 2021 | $516,000 | +109.8% | 11,776 | +100.0% | 0.02% | -5.0% |
| Q1 2021 | $246,000 | +8.8% | 5,888 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $226,000 | – | 5,888 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |