SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 128 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $526,000 | -51.2% | 14,422 | -41.1% | 0.02% | -42.3% |
| Q1 2022 | $1,078,000 | -15.3% | 24,474 | -10.4% | 0.03% | -18.8% |
| Q4 2021 | $1,273,000 | +4.0% | 27,323 | -4.9% | 0.03% | -13.5% |
| Q3 2021 | $1,224,000 | -9.8% | 28,725 | -9.7% | 0.04% | -22.9% |
| Q2 2021 | $1,357,000 | -0.5% | 31,812 | -8.1% | 0.05% | -30.4% |
| Q1 2021 | $1,364,000 | -7.0% | 34,604 | -11.8% | 0.07% | -36.7% |
| Q4 2020 | $1,466,000 | +26.5% | 39,213 | +11.6% | 0.11% | +3.8% |
| Q3 2020 | $1,159,000 | +87.5% | 35,139 | +72.6% | 0.10% | +12.9% |
| Q2 2020 | $618,000 | – | 20,357 | – | 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% |