SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 128 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,331 | -92.9% | 347 | -92.6% | 0.00% | – |
| Q2 2023 | $202,011 | +339.2% | 4,721 | +351.3% | 0.00% | – |
| Q1 2022 | $46,000 | -68.5% | 1,046 | -66.5% | 0.00% | – |
| Q4 2021 | $146,000 | +49.0% | 3,125 | +26.1% | 0.00% | – |
| Q1 2021 | $98,000 | +444.4% | 2,479 | +347.5% | 0.00% | – |
| Q3 2020 | $18,000 | -80.2% | 554 | -81.5% | 0.00% | – |
| Q2 2020 | $91,000 | +51.7% | 2,999 | +24.8% | 0.00% | – |
| Q1 2020 | $60,000 | -21.1% | 2,403 | 0.0% | 0.00% | – |
| Q4 2019 | $76,000 | +8.6% | 2,403 | 0.0% | 0.00% | – |
| Q3 2019 | $70,000 | -34.6% | 2,403 | -35.1% | 0.00% | – |
| Q2 2019 | $107,000 | +59.7% | 3,705 | +54.2% | 0.00% | – |
| Q1 2019 | $67,000 | -72.7% | 2,403 | -75.9% | 0.00% | – |
| Q4 2018 | $245,000 | +2350.0% | 9,990 | +2738.1% | 0.00% | – |
| Q3 2018 | $10,000 | -86.1% | 352 | -86.9% | 0.00% | – |
| Q2 2018 | $72,000 | – | 2,685 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,357,876 | $308,656,363 | 29.52% |
| WADDELL & ASSOCIATES, LLC | 969,320 | $35,796,977 | 5.99% |
| Kaizen Financial Strategies | 65,688 | $2,532,272 | 2.50% |
| Financial Engines Advisors L.L.C. | 21,306,259 | $786,840,148 | 2.25% |
| Cassady Schiller Wealth Management, LLC | 53,850 | $1,988,664 | 1.22% |
| Parkside Advisors LLC | 79,101 | $2,921,196 | 1.02% |
| Cedar Brook Financial Partners, LLC | 92,986 | $3,433,964 | 0.97% |
| Red Door Wealth Management, LLC | 74,723 | $2,759,520 | 0.91% |
| Blueprint Investment Partners LLC | 80,759 | $2,982,430 | 0.63% |
| Avant Capital LLC | 12,977 | $479,229 | 0.59% |