SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $241,343 | -44.0% | 5,240 | -49.8% | 0.02% | -42.3% |
| 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 | 5,339,235 | $162,046,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 786,915 | $23,883,000 | 7.11% |
| Clearshares LLC | 147,804 | $4,425,000 | 3.54% |
| Element Wealth, LLC | 42,971 | $1,304,000 | 1.50% |
| Parkside Advisors LLC | 91,482 | $2,776,000 | 1.29% |
| MADISON WEALTH MANAGEMENT | 56,080 | $1,702,000 | 0.56% |
| Cedar Brook Financial Partners, LLC | 39,262 | $1,192,000 | 0.53% |
| Financial Engines Advisors L.L.C. | 3,649,535 | $110,763,000 | 0.48% |
| Pinion Investment Advisors, LLC | 7,576 | $230,000 | 0.35% |
| Omega Financial Group, LLC | 17,709 | $537,000 | 0.35% |