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 | $810,680 | -55.6% | 19,629 | -62.5% | 0.04% | -10.0% |
| Q2 2023 | $1,826,558 | +223.9% | 52,352 | +150.6% | 0.04% | +60.0% |
| Q1 2023 | $563,873 | +135121.3% | 20,892 | +33.5% | 0.02% | +127.3% |
| Q4 2022 | $417 | -95.4% | 15,654 | +4643.6% | 0.01% | – |
| Q3 2022 | $9,000 | 0.0% | 330 | 0.0% | 0.00% | – |
| Q2 2022 | $9,000 | -50.0% | 330 | -50.0% | 0.00% | – |
| Q1 2022 | $18,000 | +20.0% | 660 | +100.0% | 0.00% | – |
| Q4 2021 | $15,000 | +7.1% | 330 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | -94.1% | 330 | -94.1% | 0.00% | -100.0% |
| Q2 2021 | $239,000 | +1607.1% | 5,613 | +1450.6% | 0.01% | – |
| Q1 2021 | $14,000 | -12.5% | 362 | -12.8% | 0.00% | -100.0% |
| Q4 2020 | $16,000 | +6.7% | 415 | -6.7% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 445 | -6.7% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 477 | -15.1% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | – | 562 | – | 0.00% | – |
Download | ||||||
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% |