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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $258,059 | +8.2% | 6,031 | 0.0% | 0.03% | +4.0% |
| Q1 2023 | $238,520 | +7.1% | 6,031 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $222,718 | +6.6% | 6,031 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $209,000 | -5.0% | 6,031 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $220,000 | -17.3% | 6,031 | 0.0% | 0.02% | -10.7% |
| Q1 2022 | $266,000 | -5.3% | 6,031 | 0.0% | 0.03% | -3.4% |
| Q4 2021 | $281,000 | +9.3% | 6,031 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $257,000 | 0.0% | 6,031 | 0.0% | 0.03% | -6.5% |
| Q2 2021 | $257,000 | +8.0% | 6,031 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $238,000 | +5.8% | 6,031 | 0.0% | 0.03% | -3.1% |
| Q4 2020 | $225,000 | +13.1% | 6,031 | 0.0% | 0.03% | +3.2% |
| Q3 2020 | $199,000 | +8.7% | 6,031 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $183,000 | – | 6,031 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,662,174 | $370,654,405 | 31.37% |
| WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
| ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
| Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
| Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
| Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
| Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
| Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
| Avant Capital LLC | 13,700 | $586,217 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |