SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 118 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,252,010 | -3.5% | 30,315 | 0.0% | 0.22% | -3.6% |
| Q2 2023 | $1,297,179 | +8.2% | 30,315 | -0.2% | 0.22% | -0.4% |
| Q1 2023 | $1,198,958 | +7.1% | 30,370 | +0.2% | 0.22% | +0.9% |
| Q4 2022 | $1,119,533 | +6.7% | 30,315 | 0.0% | 0.22% | -4.3% |
| Q3 2022 | $1,049,000 | -11.7% | 30,315 | -7.0% | 0.23% | -11.4% |
| Q2 2022 | $1,188,000 | -11.0% | 32,580 | +7.5% | 0.26% | +0.4% |
| Q1 2022 | $1,335,000 | -5.5% | 30,315 | 0.0% | 0.26% | -7.4% |
| Q4 2021 | $1,412,000 | +9.4% | 30,315 | 0.0% | 0.28% | 0.0% |
| Q3 2021 | $1,291,000 | – | 30,315 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
| WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
| Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
| Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
| COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
| HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
| Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
| Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
| Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
| Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |