SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,029 | -10.2% | 8,911 | -7.0% | 0.18% | -4.3% |
| Q2 2023 | $409,831 | +8.6% | 9,578 | +0.3% | 0.19% | +8.0% |
| Q1 2023 | $377,542 | +7.5% | 9,546 | +0.3% | 0.17% | -3.9% |
| Q4 2022 | $351,323 | +5.2% | 9,513 | -1.4% | 0.18% | +4.6% |
| Q3 2022 | $334,000 | -4.8% | 9,650 | +0.4% | 0.17% | +2.4% |
| Q2 2022 | $351,000 | -16.8% | 9,614 | +0.3% | 0.17% | -7.7% |
| Q1 2022 | $422,000 | -5.2% | 9,581 | +0.3% | 0.18% | -7.1% |
| Q4 2021 | $445,000 | +8.5% | 9,556 | -0.7% | 0.20% | +1.0% |
| Q3 2021 | $410,000 | -0.2% | 9,625 | -0.2% | 0.20% | -2.0% |
| Q2 2021 | $411,000 | +8.4% | 9,641 | +0.3% | 0.20% | +3.1% |
| Q1 2021 | $379,000 | -1.3% | 9,616 | -6.5% | 0.19% | -6.8% |
| Q4 2020 | $384,000 | +4.1% | 10,283 | -8.1% | 0.21% | -8.0% |
| Q3 2020 | $369,000 | -31.3% | 11,195 | -36.8% | 0.22% | -35.0% |
| Q2 2020 | $537,000 | +6.3% | 17,709 | -12.2% | 0.35% | -9.7% |
| Q1 2020 | $505,000 | -45.7% | 20,160 | -31.5% | 0.38% | -37.3% |
| Q4 2019 | $930,000 | +6.8% | 29,452 | -1.4% | 0.61% | 0.0% |
| Q3 2019 | $871,000 | -2.2% | 29,877 | -3.2% | 0.61% | -7.1% |
| Q2 2019 | $891,000 | -4.5% | 30,852 | -7.9% | 0.66% | -4.4% |
| Q1 2019 | $933,000 | -1.1% | 33,509 | -12.9% | 0.69% | -17.3% |
| Q4 2018 | $943,000 | – | 38,467 | – | 0.83% | – |
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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% |