SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. 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 | 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% |