SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 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 | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |