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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $229,454 | +6.7% | 6,213 | +0.1% | 0.06% | +23.9% |
| Q3 2022 | $215,000 | -4.9% | 6,204 | +0.1% | 0.05% | -6.1% |
| Q2 2022 | $226,000 | -16.9% | 6,195 | +0.1% | 0.05% | +11.4% |
| Q1 2022 | $272,000 | +0.7% | 6,187 | +6.5% | 0.04% | +12.8% |
| Q4 2021 | $270,000 | +9.3% | 5,807 | +0.1% | 0.04% | +5.4% |
| Q3 2021 | $247,000 | 0.0% | 5,800 | +0.1% | 0.04% | +2.8% |
| Q2 2021 | $247,000 | +4.2% | 5,793 | -3.7% | 0.04% | -7.7% |
| Q1 2021 | $237,000 | +5.3% | 6,017 | +0.1% | 0.04% | 0.0% |
| Q4 2020 | $225,000 | +2.7% | 6,011 | -4.9% | 0.04% | -4.9% |
| Q3 2020 | $219,000 | +5.3% | 6,324 | +0.2% | 0.04% | -8.9% |
| Q2 2020 | $208,000 | -57.2% | 6,312 | -57.7% | 0.04% | -66.9% |
| Q4 2019 | $486,000 | +10.5% | 14,928 | 0.0% | 0.14% | -11.1% |
| Q3 2019 | $440,000 | 0.0% | 14,928 | -1.3% | 0.15% | -17.3% |
| Q2 2019 | $440,000 | -11.8% | 15,130 | -12.1% | 0.18% | -12.7% |
| Q1 2019 | $499,000 | +4.6% | 17,219 | -1.2% | 0.21% | -13.8% |
| Q4 2018 | $477,000 | – | 17,435 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |