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 | $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 | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |