SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $889,106 | -7.8% | 21,528 | -3.7% | 0.75% | -9.0% |
| Q2 2023 | $964,085 | +20.1% | 22,353 | +10.1% | 0.82% | +4.2% |
| Q1 2023 | $802,944 | -68.3% | 20,302 | -69.1% | 0.79% | -68.4% |
| Q4 2022 | $2,532,272 | +14.2% | 65,688 | +2.5% | 2.50% | +11.3% |
| Q3 2022 | $2,218,000 | -1.2% | 64,098 | +4.1% | 2.25% | +1.4% |
| Q2 2022 | $2,246,000 | -18.9% | 61,597 | -2.1% | 2.22% | +2.0% |
| Q1 2022 | $2,771,000 | +46.1% | 62,928 | +54.6% | 2.17% | +53.0% |
| Q4 2021 | $1,896,000 | +24.9% | 40,702 | +14.2% | 1.42% | +16.0% |
| Q3 2021 | $1,518,000 | +53.5% | 35,642 | +42.0% | 1.22% | +29.9% |
| Q1 2021 | $989,000 | +23.2% | 25,096 | +16.8% | 0.94% | +5.6% |
| Q4 2020 | $803,000 | – | 21,485 | – | 0.89% | – |
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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% |