SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |