SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 127 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $104,384 | +104284.0% | 1,994 | +0.6% | 0.06% | 0.0% |
| Q1 2024 | $100 | +13.6% | 1,983 | +3.7% | 0.06% | +6.8% |
| Q4 2023 | $88 | +12.8% | 1,912 | +0.8% | 0.06% | +7.3% |
| 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 | 5,778,341 | $168,497,000 | 27.58% |
| WADDELL & ASSOCIATES, LLC | 768,414 | $22,407,000 | 7.02% |
| Clearshares LLC | 135,064 | $3,938,000 | 3.86% |
| Apollon Wealth Management, LLC | 76,685 | $2,236,000 | 2.34% |
| Pinion Investment Advisors, LLC | 10,966 | $320,000 | 0.66% |
| Omega Financial Group, LLC | 29,877 | $871,000 | 0.61% |
| Prime Capital Investment Advisors, LLC | 132,615 | $3,867,000 | 0.60% |
| COLONY GROUP LLC | 420,952 | $12,275,000 | 0.39% |
| HBK Sorce Advisory LLC | 137,668 | $4,014,000 | 0.38% |
| Aspen Investment Management Inc | 12,010 | $350,000 | 0.23% |