SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | 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% |