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 | $344,326 | +5.9% | 8,336 | +9.7% | 0.00% | 0.0% |
| Q2 2023 | $325,054 | +9.0% | 7,596 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $298,091 | -2.2% | 7,537 | -8.7% | 0.00% | 0.0% |
| Q4 2022 | $304,859 | -59.4% | 8,256 | -61.9% | 0.00% | -50.0% |
| Q3 2022 | $751,000 | +36.8% | 21,697 | +43.8% | 0.00% | +100.0% |
| Q2 2022 | $549,000 | -47.4% | 15,084 | -22.8% | 0.00% | -50.0% |
| Q1 2022 | $1,044,000 | +115.7% | 19,540 | +88.0% | 0.00% | +100.0% |
| Q4 2021 | $484,000 | +14.7% | 10,396 | +5.0% | 0.00% | 0.0% |
| Q3 2021 | $422,000 | +3.7% | 9,903 | +3.8% | 0.00% | 0.0% |
| Q2 2021 | $407,000 | +12.1% | 9,539 | +3.4% | 0.00% | 0.0% |
| Q1 2021 | $363,000 | +7.1% | 9,228 | +3.2% | 0.00% | 0.0% |
| Q4 2020 | $339,000 | +398.5% | 8,938 | +331.4% | 0.00% | – |
| Q3 2020 | $68,000 | -24.4% | 2,072 | -30.9% | 0.00% | – |
| Q2 2020 | $90,000 | +172.7% | 2,998 | -78.3% | 0.00% | – |
| Q1 2020 | $33,000 | – | 13,833 | – | 0.00% | – |
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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% |