SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 128 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,884 | -7.4% | 9,634 | -4.1% | 0.01% | -54.8% |
| Q2 2023 | $429,783 | -38.5% | 10,044 | -43.2% | 0.03% | -41.5% |
| Q1 2023 | $699,125 | -10.6% | 17,677 | -16.5% | 0.05% | -17.2% |
| Q4 2022 | $781,808 | +0.4% | 21,170 | -5.9% | 0.06% | -13.5% |
| Q3 2022 | $779,000 | +29.8% | 22,495 | +36.6% | 0.07% | +34.5% |
| Q2 2022 | $600,000 | -54.3% | 16,467 | -44.8% | 0.06% | -46.6% |
| Q1 2022 | $1,314,000 | -18.4% | 29,849 | -13.7% | 0.10% | -12.7% |
| Q4 2021 | $1,611,000 | – | 34,592 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |