SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 128 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,168 | +93.6% | 10,440 | +100.5% | 0.03% | +36.8% |
| Q2 2023 | $222,755 | +8.6% | 5,206 | +0.3% | 0.02% | +5.6% |
| Q1 2023 | $205,183 | -4.1% | 5,188 | +6.9% | 0.02% | -21.7% |
| Q1 2022 | $214,000 | -4.9% | 4,852 | +0.3% | 0.02% | -4.2% |
| Q4 2021 | $225,000 | +9.8% | 4,838 | +0.4% | 0.02% | -4.0% |
| Q3 2021 | $205,000 | 0.0% | 4,821 | +0.1% | 0.02% | -3.8% |
| Q2 2021 | $205,000 | +2.0% | 4,817 | -24.6% | 0.03% | -73.2% |
| Q4 2019 | $201,000 | -89.5% | 6,392 | -3.8% | 0.10% | +24.4% |
| Q2 2019 | $1,918,000 | – | 6,645 | – | 0.08% | – |
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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% |