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 | $78 | -3.7% | 1,897 | +0.5% | 0.06% | +83.3% |
| Q2 2023 | $81 | +9.5% | 1,888 | +0.9% | 0.03% | +20.0% |
| Q1 2023 | $74 | +7.2% | 1,871 | +0.2% | 0.02% | -10.7% |
| Q4 2022 | $69 | -99.9% | 1,867 | 0.0% | 0.03% | -48.1% |
| Q3 2022 | $65,000 | -43.5% | 1,867 | -41.0% | 0.05% | +237.5% |
| Q2 2022 | $115,000 | -22.3% | 3,162 | -5.9% | 0.02% | -83.8% |
| Q1 2022 | $148,000 | -35.7% | 3,361 | -31.9% | 0.10% | -43.1% |
| Q4 2021 | $230,000 | – | 4,932 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |