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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,824,320 | +8.4% | 42,635 | +0.1% | 0.01% | +75.0% |
Q1 2023 | $1,683,728 | +7.0% | 42,572 | -0.1% | 0.00% | -60.0% |
Q4 2022 | $1,574,134 | +683.2% | 42,625 | +634.0% | 0.01% | +400.0% |
Q3 2022 | $201,000 | -86.9% | 5,807 | -86.2% | 0.00% | -88.2% |
Q2 2022 | $1,533,000 | +21.3% | 42,044 | +46.5% | 0.02% | -15.0% |
Q1 2022 | $1,264,000 | -5.7% | 28,696 | -0.2% | 0.02% | 0.0% |
Q4 2021 | $1,340,000 | – | 28,752 | – | 0.02% | – |
Download |
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% |