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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |