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 | $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% | – |
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% |