SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 124 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $283,954 | -12.9% | 6,636 | -19.5% | 0.06% | -16.4% |
| Q1 2023 | $326,169 | +5.8% | 8,247 | -1.2% | 0.07% | +1.5% |
| Q4 2022 | $308,366 | +7.1% | 8,350 | +0.5% | 0.07% | -1.5% |
| Q3 2022 | $288,000 | -5.6% | 8,312 | -0.6% | 0.07% | +8.1% |
| Q2 2022 | $305,000 | -16.2% | 8,362 | +1.2% | 0.06% | +1.6% |
| Q1 2022 | $364,000 | -12.1% | 8,259 | -7.0% | 0.06% | -7.6% |
| Q4 2021 | $414,000 | +23.2% | 8,880 | -1.2% | 0.07% | -7.0% |
| Q4 2020 | $336,000 | – | 8,984 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,339,235 | $162,046,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 786,915 | $23,883,000 | 7.11% |
| Clearshares LLC | 147,804 | $4,425,000 | 3.54% |
| Element Wealth, LLC | 42,971 | $1,304,000 | 1.50% |
| Parkside Advisors LLC | 91,482 | $2,776,000 | 1.29% |
| MADISON WEALTH MANAGEMENT | 56,080 | $1,702,000 | 0.56% |
| Cedar Brook Financial Partners, LLC | 39,262 | $1,192,000 | 0.53% |
| Financial Engines Advisors L.L.C. | 3,649,535 | $110,763,000 | 0.48% |
| Pinion Investment Advisors, LLC | 7,576 | $230,000 | 0.35% |
| Omega Financial Group, LLC | 17,709 | $537,000 | 0.35% |