SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $73,943 | +101.8% | 1,413 | +95.4% | 0.02% | +100.0% |
| Q1 2024 | $36,634 | +10.0% | 723 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $33,302 | +14.9% | 723 | +3.0% | 0.01% | 0.0% |
| Q3 2023 | $28,993 | +9.6% | 702 | +13.6% | 0.01% | +14.3% |
| Q2 2023 | $26,444 | -7.5% | 618 | -14.5% | 0.01% | -12.5% |
| Q1 2023 | $28,595 | +1334.1% | 723 | +1238.9% | 0.01% | +700.0% |
| Q4 2022 | $1,994 | -96.6% | 54 | -96.8% | 0.00% | -94.1% |
| Q3 2022 | $58,000 | – | 1,672 | – | 0.02% | – |
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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% |