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 | $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 | 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% |