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 | $325,910 | -3.3% | 7,891 | +0.2% | 0.31% | +24.2% |
| Q2 2023 | $336,904 | +8.4% | 7,873 | +0.2% | 0.25% | -4.2% |
| Q1 2023 | $310,704 | +7.3% | 7,856 | +0.2% | 0.26% | -12.8% |
| Q4 2022 | $289,457 | +6.8% | 7,838 | +0.3% | 0.30% | -2.3% |
| Q3 2022 | $271,000 | +13.9% | 7,817 | +19.5% | 0.30% | +13.0% |
| Q2 2022 | $238,000 | -17.4% | 6,539 | 0.0% | 0.27% | +11.2% |
| Q1 2022 | $288,000 | -5.6% | 6,539 | 0.0% | 0.24% | +10.5% |
| Q4 2021 | $305,000 | – | 6,539 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,662,174 | $370,654,405 | 31.37% |
| WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
| ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
| Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
| Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
| Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
| Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
| Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
| Avant Capital LLC | 13,700 | $586,217 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |