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 | $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 | 8,662,174 | $370,654,405 | 31.37% |
| WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
| ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
| Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
| Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
| Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
| Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
| Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
| Avant Capital LLC | 13,700 | $586,217 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |