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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,854 | -3.1% | 5,226 | +0.3% | 0.11% | +7.8% |
| Q2 2023 | $222,845 | -55.8% | 5,208 | -59.2% | 0.10% | -67.6% |
| Q1 2023 | $504,618 | +162.2% | 12,759 | +144.8% | 0.32% | +169.2% |
| Q4 2022 | $192,445 | +6.3% | 5,211 | -0.4% | 0.12% | -4.1% |
| Q3 2022 | $181,000 | -52.1% | 5,234 | -49.5% | 0.12% | -48.3% |
| Q2 2022 | $378,000 | -67.0% | 10,357 | -60.2% | 0.24% | -55.1% |
| Q1 2022 | $1,145,000 | -32.6% | 26,016 | -28.7% | 0.53% | -26.2% |
| Q4 2021 | $1,700,000 | +10.0% | 36,498 | +0.6% | 0.71% | -5.7% |
| Q3 2021 | $1,545,000 | +0.1% | 36,268 | +0.2% | 0.76% | +0.3% |
| Q2 2021 | $1,544,000 | +20.1% | 36,187 | +10.9% | 0.75% | +2.0% |
| Q1 2021 | $1,286,000 | +630.7% | 32,618 | +592.1% | 0.74% | +624.5% |
| Q4 2020 | $176,000 | +13.5% | 4,713 | +0.4% | 0.10% | -4.7% |
| Q3 2020 | $155,000 | +9.2% | 4,694 | +0.2% | 0.11% | -8.5% |
| Q2 2020 | $142,000 | +21.4% | 4,683 | +0.1% | 0.12% | 0.0% |
| Q1 2020 | $117,000 | -44.8% | 4,678 | -30.2% | 0.12% | -19.9% |
| Q4 2019 | $212,000 | -60.0% | 6,702 | -64.8% | 0.15% | -67.3% |
| Q1 2019 | $530,000 | – | 19,028 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,357,876 | $308,656,363 | 29.52% |
| WADDELL & ASSOCIATES, LLC | 969,320 | $35,796,977 | 5.99% |
| Kaizen Financial Strategies | 65,688 | $2,532,272 | 2.50% |
| Financial Engines Advisors L.L.C. | 21,306,259 | $786,840,148 | 2.25% |
| Cassady Schiller Wealth Management, LLC | 53,850 | $1,988,664 | 1.22% |
| Parkside Advisors LLC | 79,101 | $2,921,196 | 1.02% |
| Cedar Brook Financial Partners, LLC | 92,986 | $3,433,964 | 0.97% |
| Red Door Wealth Management, LLC | 74,723 | $2,759,520 | 0.91% |
| Blueprint Investment Partners LLC | 80,759 | $2,982,430 | 0.63% |
| Avant Capital LLC | 12,977 | $479,229 | 0.59% |