SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,962,097 | +11.5% | 64,300 | 0.0% | 0.82% | -0.6% |
| Q3 2023 | $2,655,586 | -3.5% | 64,300 | 0.0% | 0.82% | -3.2% |
| Q2 2023 | $2,751,393 | -11.8% | 64,300 | -18.5% | 0.85% | -17.5% |
| Q1 2023 | $3,121,124 | +6.8% | 78,908 | -0.2% | 1.03% | +1.1% |
| Q4 2022 | $2,921,196 | +6.7% | 79,101 | 0.0% | 1.02% | -2.0% |
| Q3 2022 | $2,738,000 | -5.1% | 79,101 | 0.0% | 1.04% | +0.2% |
| Q2 2022 | $2,884,000 | -17.2% | 79,101 | +0.1% | 1.04% | -5.4% |
| Q1 2022 | $3,481,000 | -5.4% | 79,052 | +0.0% | 1.10% | -1.3% |
| Q4 2021 | $3,681,000 | +9.4% | 79,015 | +0.1% | 1.12% | +6.3% |
| Q3 2021 | $3,364,000 | -0.1% | 78,970 | +0.1% | 1.05% | -2.1% |
| Q2 2021 | $3,367,000 | -4.5% | 78,930 | -11.8% | 1.07% | -11.8% |
| Q1 2021 | $3,526,000 | +5.5% | 89,442 | +0.0% | 1.22% | -3.0% |
| Q4 2020 | $3,343,000 | +13.4% | 89,405 | +0.1% | 1.25% | -3.4% |
| Q3 2020 | $2,947,000 | +6.2% | 89,355 | -2.3% | 1.30% | +0.4% |
| Q2 2020 | $2,776,000 | +17.5% | 91,482 | -2.9% | 1.29% | +0.7% |
| Q1 2020 | $2,362,000 | – | 94,209 | – | 1.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |