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 | $145,046 | -19.7% | 3,512 | -16.8% | 0.10% | -16.7% |
| Q2 2023 | $180,702 | +8.2% | 4,223 | 0.0% | 0.13% | +0.8% |
| Q1 2023 | $167,020 | +7.1% | 4,223 | 0.0% | 0.12% | -1.6% |
| Q4 2022 | $155,955 | +6.8% | 4,223 | 0.0% | 0.13% | -5.9% |
| Q3 2022 | $146,000 | -5.2% | 4,223 | 0.0% | 0.14% | -11.8% |
| Q2 2022 | $154,000 | -39.8% | 4,223 | -27.3% | 0.15% | -25.7% |
| Q1 2022 | $256,000 | -8.6% | 5,806 | -3.3% | 0.21% | -2.4% |
| Q4 2021 | $280,000 | +9.4% | 6,006 | 0.0% | 0.21% | +3.4% |
| Q3 2021 | $256,000 | 0.0% | 6,006 | 0.0% | 0.20% | +2.0% |
| Q2 2021 | $256,000 | +8.0% | 6,006 | 0.0% | 0.20% | +1.5% |
| Q1 2021 | $237,000 | -82.6% | 6,006 | -83.5% | 0.20% | -84.4% |
| Q4 2020 | $1,360,000 | +4.7% | 36,370 | -7.7% | 1.26% | -9.3% |
| Q3 2020 | $1,299,000 | -0.4% | 39,401 | -8.3% | 1.39% | -7.2% |
| Q2 2020 | $1,304,000 | +25.7% | 42,971 | +3.8% | 1.50% | +4.4% |
| Q1 2020 | $1,037,000 | – | 41,384 | – | 1.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |