SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $419,049 | +3.3% | 8,008 | 0.0% | 0.21% | -1.4% |
| Q1 2024 | $405,756 | +10.4% | 8,008 | +0.3% | 0.21% | -4.5% |
| Q4 2023 | $367,661 | +12.0% | 7,982 | +0.4% | 0.22% | +3.8% |
| Q3 2023 | $328,344 | -3.1% | 7,950 | +0.4% | 0.21% | -7.4% |
| Q2 2023 | $338,933 | +108532.4% | 7,921 | +0.4% | 0.23% | -21.5% |
| Q1 2023 | $312 | +7.6% | 7,891 | +0.4% | 0.29% | +7.3% |
| Q4 2022 | $290 | -99.9% | 7,863 | +0.4% | 0.27% | +15.2% |
| Q3 2022 | $271,000 | -4.6% | 7,829 | +0.4% | 0.24% | 0.0% |
| Q2 2022 | $284,000 | -17.0% | 7,797 | +0.4% | 0.24% | 0.0% |
| Q1 2022 | $342,000 | -50.4% | 7,767 | -49.8% | 0.24% | -6.3% |
| Q4 2021 | $690,000 | +109.7% | 15,463 | +100.3% | 0.25% | -4.5% |
| Q3 2021 | $329,000 | +0.3% | 7,718 | +0.3% | 0.26% | +0.4% |
| Q2 2021 | $328,000 | +8.6% | 7,694 | +0.3% | 0.26% | -5.4% |
| Q1 2021 | $302,000 | +5.6% | 7,671 | +0.3% | 0.28% | -7.3% |
| Q4 2020 | $286,000 | +24.3% | 7,649 | +1.0% | 0.30% | -13.3% |
| Q3 2020 | $230,000 | 0.0% | 7,576 | 0.0% | 0.35% | 0.0% |
| Q2 2020 | $230,000 | -33.5% | 7,576 | -30.9% | 0.35% | -45.9% |
| Q4 2019 | $346,000 | +8.1% | 10,971 | +0.0% | 0.64% | -2.1% |
| Q3 2019 | $320,000 | – | 10,966 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,778,341 | $168,497,000 | 27.58% |
| WADDELL & ASSOCIATES, LLC | 768,414 | $22,407,000 | 7.02% |
| Clearshares LLC | 135,064 | $3,938,000 | 3.86% |
| Apollon Wealth Management, LLC | 76,685 | $2,236,000 | 2.34% |
| Pinion Investment Advisors, LLC | 10,966 | $320,000 | 0.66% |
| Omega Financial Group, LLC | 29,877 | $871,000 | 0.61% |
| Prime Capital Investment Advisors, LLC | 132,615 | $3,867,000 | 0.60% |
| COLONY GROUP LLC | 420,952 | $12,275,000 | 0.39% |
| HBK Sorce Advisory LLC | 137,668 | $4,014,000 | 0.38% |
| Aspen Investment Management Inc | 12,010 | $350,000 | 0.23% |