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 | $1,872,042 | +6.1% | 45,328 | +9.9% | 1.04% | +8.2% |
| Q2 2023 | $1,764,655 | +12.9% | 41,240 | +4.4% | 0.96% | +30.3% |
| Q1 2023 | $1,562,838 | -21.4% | 39,516 | -26.6% | 0.74% | -39.9% |
| Q4 2022 | $1,988,664 | +31.4% | 53,850 | +23.1% | 1.22% | +39.9% |
| Q3 2022 | $1,514,000 | -11.5% | 43,736 | -6.8% | 0.87% | -2.9% |
| Q2 2022 | $1,711,000 | -16.2% | 46,933 | +1.3% | 0.90% | -8.4% |
| Q1 2022 | $2,041,000 | +4.0% | 46,348 | +10.0% | 0.98% | -16.8% |
| Q4 2021 | $1,963,000 | – | 42,133 | – | 1.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,357,876 | $308,656,363 | 29.52% |
| WADDELL & ASSOCIATES, LLC | 969,320 | $35,796,977 | 5.99% |
| Kaizen Financial Strategies | 65,688 | $2,532,272 | 2.50% |
| Financial Engines Advisors L.L.C. | 21,306,259 | $786,840,148 | 2.25% |
| Cassady Schiller Wealth Management, LLC | 53,850 | $1,988,664 | 1.22% |
| Parkside Advisors LLC | 79,101 | $2,921,196 | 1.02% |
| Cedar Brook Financial Partners, LLC | 92,986 | $3,433,964 | 0.97% |
| Red Door Wealth Management, LLC | 74,723 | $2,759,520 | 0.91% |
| Blueprint Investment Partners LLC | 80,759 | $2,982,430 | 0.63% |
| Avant Capital LLC | 12,977 | $479,229 | 0.59% |