SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,190 | -3.5% | 1,869 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $79,975 | +8.2% | 1,869 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $73,919 | +7.1% | 1,869 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $69,022 | +6.2% | 1,869 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $65,000 | -4.4% | 1,869 | 0.0% | 0.02% | -14.3% |
| Q2 2022 | $68,000 | -17.1% | 1,869 | 0.0% | 0.02% | -12.5% |
| Q1 2022 | $82,000 | -5.7% | 1,869 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $87,000 | +8.8% | 1,869 | -0.7% | 0.02% | 0.0% |
| Q3 2021 | $80,000 | 0.0% | 1,883 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $80,000 | +8.1% | 1,883 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $74,000 | +5.7% | 1,883 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $70,000 | +12.9% | 1,883 | 0.0% | 0.03% | -3.7% |
| Q3 2020 | $62,000 | +6.9% | 1,883 | -2.0% | 0.03% | 0.0% |
| Q2 2020 | $58,000 | +20.8% | 1,921 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $48,000 | -21.3% | 1,921 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $61,000 | +10.9% | 1,921 | +2.8% | 0.03% | 0.0% |
| Q3 2019 | $55,000 | – | 1,869 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |