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 | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |