SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $21,395 | +8.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,775 | +7.1% | 500 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $18,465 | +8.6% | 500 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $17,000 | -5.6% | 500 | 0.0% | 0.01% | +8.3% |
| Q2 2022 | $18,000 | -18.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 500 | 0.0% | 0.01% | +50.0% |
| Q4 2021 | $23,000 | +9.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 500 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $20,000 | +5.3% | 500 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $19,000 | +18.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 500 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $15,000 | +15.4% | 500 | 0.0% | 0.01% | -18.2% |
| Q1 2020 | $13,000 | – | 500 | – | 0.01% | – |
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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% |