SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 130 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,957,299 | +12.9% | 37,403 | +9.4% | 0.23% | +8.0% |
| Q1 2024 | $1,732,914 | +43.9% | 34,200 | +30.8% | 0.21% | +15.8% |
| Q4 2023 | $1,204,653 | +96.7% | 26,154 | +76.4% | 0.18% | +76.0% |
| Q3 2023 | $612,471 | +23.8% | 14,830 | +28.3% | 0.10% | +22.4% |
| Q2 2023 | $494,565 | +46.5% | 11,562 | +35.5% | 0.08% | +44.1% |
| Q1 2023 | $337,559 | +20.1% | 8,535 | +12.2% | 0.06% | +9.3% |
| Q4 2022 | $281,050 | +103.7% | 7,610 | +90.7% | 0.05% | +107.7% |
| Q3 2022 | $138,000 | +762.5% | 3,990 | +806.8% | 0.03% | +766.7% |
| Q2 2022 | $16,000 | +23.1% | 440 | +51.7% | 0.00% | -50.0% |
| Q1 2022 | $13,000 | +550.0% | 290 | +625.0% | 0.01% | +500.0% |
| Q4 2021 | $2,000 | – | 40 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,339,235 | $162,046,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 786,915 | $23,883,000 | 7.11% |
| Clearshares LLC | 147,804 | $4,425,000 | 3.54% |
| Element Wealth, LLC | 42,971 | $1,304,000 | 1.50% |
| Parkside Advisors LLC | 91,482 | $2,776,000 | 1.29% |
| MADISON WEALTH MANAGEMENT | 56,080 | $1,702,000 | 0.56% |
| Cedar Brook Financial Partners, LLC | 39,262 | $1,192,000 | 0.53% |
| Financial Engines Advisors L.L.C. | 3,649,535 | $110,763,000 | 0.48% |
| Pinion Investment Advisors, LLC | 7,576 | $230,000 | 0.35% |
| Omega Financial Group, LLC | 17,709 | $537,000 | 0.35% |