SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,712,835 | +143.5% | 41,473 | +152.3% | 0.00% | – |
| Q2 2023 | $703,468 | -7.9% | 16,440 | -20.5% | 0.00% | – |
| Q4 2022 | $763,712 | -71.6% | 20,680 | -73.4% | 0.00% | -100.0% |
| Q3 2022 | $2,690,000 | -5.7% | 77,709 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $2,854,000 | +264.5% | 78,282 | +340.5% | 0.00% | – |
| Q1 2022 | $783,000 | -29.2% | 17,772 | -25.2% | 0.00% | – |
| Q4 2021 | $1,106,000 | -48.7% | 23,748 | -53.1% | 0.00% | -100.0% |
| Q3 2021 | $2,156,000 | -28.5% | 50,603 | -28.4% | 0.00% | 0.0% |
| Q2 2021 | $3,014,000 | +247.2% | 70,646 | +220.9% | 0.00% | – |
| Q1 2021 | $868,000 | +24.2% | 22,018 | +17.9% | 0.00% | – |
| Q4 2020 | $699,000 | +209.3% | 18,682 | +173.0% | 0.00% | – |
| Q3 2020 | $226,000 | -91.3% | 6,844 | -92.0% | 0.00% | -100.0% |
| Q2 2020 | $2,591,000 | +48.9% | 85,360 | +23.0% | 0.00% | 0.0% |
| Q1 2020 | $1,740,000 | -52.8% | 69,415 | -40.6% | 0.00% | -60.0% |
| Q4 2019 | $3,689,000 | +283.1% | 116,846 | +253.8% | 0.01% | +150.0% |
| Q3 2019 | $963,000 | -70.7% | 33,028 | -71.0% | 0.00% | -66.7% |
| Q2 2019 | $3,284,000 | +64.7% | 113,723 | +58.7% | 0.01% | +100.0% |
| Q1 2019 | $1,994,000 | -67.6% | 71,643 | -71.5% | 0.00% | -76.9% |
| Q4 2018 | $6,157,000 | +43.7% | 251,115 | +52.4% | 0.01% | +18.2% |
| Q1 2018 | $4,284,000 | – | 164,767 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
| WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
| Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
| Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
| COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
| HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
| Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
| Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
| Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
| Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |