SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 130 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,710 | -2.5% | 13,843 | +1.0% | 0.65% | +1.1% |
| Q2 2023 | $586,217 | +15.9% | 13,700 | +7.1% | 0.65% | +10.6% |
| Q1 2023 | $505,877 | +5.6% | 12,791 | -1.4% | 0.58% | -0.5% |
| Q4 2022 | $479,229 | +5.3% | 12,977 | -1.3% | 0.59% | -4.2% |
| Q3 2022 | $455,000 | -4.8% | 13,154 | +0.3% | 0.61% | -0.6% |
| Q2 2022 | $478,000 | -17.0% | 13,121 | +0.2% | 0.62% | -4.0% |
| Q1 2022 | $576,000 | -5.4% | 13,090 | +0.2% | 0.64% | -3.7% |
| Q4 2021 | $609,000 | – | 13,068 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,778,341 | $168,497,000 | 27.58% |
| WADDELL & ASSOCIATES, LLC | 768,414 | $22,407,000 | 7.02% |
| Clearshares LLC | 135,064 | $3,938,000 | 3.86% |
| Apollon Wealth Management, LLC | 76,685 | $2,236,000 | 2.34% |
| Pinion Investment Advisors, LLC | 10,966 | $320,000 | 0.66% |
| Omega Financial Group, LLC | 29,877 | $871,000 | 0.61% |
| Prime Capital Investment Advisors, LLC | 132,615 | $3,867,000 | 0.60% |
| COLONY GROUP LLC | 420,952 | $12,275,000 | 0.39% |
| HBK Sorce Advisory LLC | 137,668 | $4,014,000 | 0.38% |
| Aspen Investment Management Inc | 12,010 | $350,000 | 0.23% |