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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $799,812 | +3.3% | 15,284 | 0.0% | 0.21% | -7.6% |
| Q1 2024 | $774,440 | +9.1% | 15,284 | -0.9% | 0.22% | -10.7% |
| Q4 2023 | $710,107 | +11.5% | 15,417 | 0.0% | 0.25% | -6.7% |
| Q3 2023 | $636,722 | -3.5% | 15,417 | 0.0% | 0.27% | -1.1% |
| Q2 2023 | $659,693 | +8.2% | 15,417 | 0.0% | 0.27% | -0.4% |
| Q1 2023 | $609,742 | +7.1% | 15,417 | 0.0% | 0.27% | -4.2% |
| Q4 2022 | $569,350 | -12.7% | 15,417 | -18.2% | 0.29% | -20.8% |
| Q3 2022 | $652,000 | -5.1% | 18,839 | 0.0% | 0.36% | -13.6% |
| Q2 2022 | $687,000 | +1.2% | 18,839 | +22.2% | 0.42% | +6.6% |
| Q1 2022 | $679,000 | -5.4% | 15,417 | 0.0% | 0.39% | -9.5% |
| Q4 2021 | $718,000 | +9.3% | 15,417 | 0.0% | 0.43% | -3.8% |
| Q3 2021 | $657,000 | -0.2% | 15,417 | -0.0% | 0.45% | -0.7% |
| Q2 2021 | $658,000 | -12.5% | 15,422 | -19.1% | 0.45% | -31.4% |
| Q1 2021 | $752,000 | +1.8% | 19,053 | -3.6% | 0.66% | -3.2% |
| Q4 2020 | $739,000 | – | 19,772 | – | 0.68% | – |
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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% |