SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,932 | +2.4% | 9,853 | +6.1% | 0.07% | +25.0% |
| Q2 2023 | $397,512 | +14.3% | 9,290 | +5.7% | 0.06% | +9.8% |
| Q1 2023 | $347,645 | +7.2% | 8,790 | +0.1% | 0.05% | 0.0% |
| Q4 2022 | $324,238 | -8.7% | 8,780 | -14.4% | 0.05% | -20.3% |
| Q3 2022 | $355,000 | -5.1% | 10,257 | +0.1% | 0.06% | -22.9% |
| Q2 2022 | $374,000 | -16.9% | 10,246 | +0.3% | 0.08% | -5.7% |
| Q1 2022 | $450,000 | -5.1% | 10,211 | +0.3% | 0.09% | -8.3% |
| Q4 2021 | $474,000 | +32.0% | 10,178 | +20.7% | 0.10% | +12.9% |
| Q3 2021 | $359,000 | -0.3% | 8,433 | +0.0% | 0.08% | -4.5% |
| Q2 2021 | $360,000 | – | 8,431 | – | 0.09% | – |
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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% |