SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $626,982 | -3.5% | 15,181 | +0.0% | 0.06% | -1.7% |
| Q2 2023 | $649,425 | +8.2% | 15,177 | +0.0% | 0.06% | 0.0% |
| Q1 2023 | $600,091 | +7.1% | 15,173 | +0.0% | 0.06% | -1.7% |
| Q4 2022 | $560,184 | +6.7% | 15,169 | +0.0% | 0.06% | -3.2% |
| Q3 2022 | $525,000 | -5.1% | 15,164 | +0.0% | 0.06% | +1.6% |
| Q2 2022 | $553,000 | -16.3% | 15,160 | +1.0% | 0.06% | -4.7% |
| Q1 2022 | $661,000 | -5.4% | 15,003 | +0.0% | 0.06% | +3.2% |
| Q4 2021 | $699,000 | +9.4% | 15,000 | +0.0% | 0.06% | -6.1% |
| Q3 2021 | $639,000 | -0.2% | 14,996 | +0.0% | 0.07% | -1.5% |
| Q2 2021 | $640,000 | – | 14,993 | – | 0.07% | – |
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% |