SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 118 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,863 | -3.5% | 2,418 | 0.0% | 0.06% | +9.4% |
| Q2 2023 | $103,466 | +26.5% | 2,418 | +16.9% | 0.05% | +20.5% |
| Q1 2023 | $81,789 | +107517.1% | 2,068 | 0.0% | 0.04% | +4.8% |
| Q4 2022 | $76 | -99.9% | 2,068 | 0.0% | 0.04% | -4.5% |
| Q3 2022 | $72,000 | -4.0% | 2,068 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $75,000 | -17.6% | 2,068 | 0.0% | 0.04% | -6.5% |
| Q1 2022 | $91,000 | -5.2% | 2,068 | 0.0% | 0.05% | -4.2% |
| Q4 2021 | $96,000 | +9.1% | 2,068 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $88,000 | 0.0% | 2,068 | 0.0% | 0.05% | +4.3% |
| Q2 2021 | $88,000 | +7.3% | 2,068 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $82,000 | +6.5% | 2,068 | 0.0% | 0.04% | -2.2% |
| Q4 2020 | $77,000 | +13.2% | 2,068 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $68,000 | +7.9% | 2,068 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $63,000 | +21.2% | 2,068 | 0.0% | 0.05% | +2.2% |
| Q1 2020 | $52,000 | -20.0% | 2,068 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $65,000 | +8.3% | 2,068 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $60,000 | – | 2,068 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,613,125 | $355,722,073 | 31.09% |
| WADDELL & ASSOCIATES, LLC | 981,993 | $40,556,315 | 5.93% |
| ARMSTRONG ADVISORY GROUP, INC | 1,225,565 | $50,615,851 | 5.52% |
| Financial Engines Advisors L.L.C. | 24,787,431 | $1,023,720,894 | 2.69% |
| Cassady Schiller Wealth Management, LLC | 45,328 | $1,872,042 | 1.04% |
| Cedar Brook Financial Partners, LLC | 95,448 | $3,942,001 | 1.03% |
| Parkside Advisors LLC | 64,300 | $2,655,586 | 0.82% |
| Kaizen Financial Strategies | 21,528 | $889,106 | 0.75% |
| Avant Capital LLC | 13,843 | $571,710 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,532,516 | 0.53% |