SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |