SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,137 | -3.5% | 197 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,430 | +8.2% | 197 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,792 | +7.1% | 197 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,275 | +3.9% | 197 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 197 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 197 | -7.1% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 212 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | +12.5% | 212 | +7.6% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 197 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $8,000 | -57.9% | 197 | -74.0% | 0.00% | -66.7% |
| Q1 2020 | $19,000 | -20.8% | 758 | +0.4% | 0.01% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 755 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | +4.8% | 747 | +0.5% | 0.01% | +20.0% |
| Q2 2019 | $21,000 | 0.0% | 743 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $21,000 | +162.5% | 743 | +130.7% | 0.01% | +150.0% |
| Q4 2018 | $8,000 | – | 322 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,931,121 | $229,692,000 | 26.34% |
| WADDELL & ASSOCIATES, LLC | 849,845 | $39,586,000 | 6.28% |
| Clearshares LLC | 84,749 | $3,610,000 | 2.71% |
| Financial Engines Advisors L.L.C. | 13,582,986 | $632,792,000 | 1.68% |
| Kaizen Financial Strategies | 40,702 | $1,896,000 | 1.42% |
| Cassady Schiller Wealth Management, LLC | 42,133 | $1,963,000 | 1.18% |
| Parkside Advisors LLC | 79,015 | $3,681,000 | 1.12% |
| Cedar Brook Financial Partners, LLC | 91,355 | $4,255,000 | 1.09% |
| Topel & Distasi Wealth Management, LLC | 56,852 | $2,648,000 | 1.08% |
| Blueprint Investment Partners LLC | 85,782 | $3,995,725,000 | 0.98% |