SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 118 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $289,100 | -3.5% | 7,000 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $299,530 | +7.6% | 7,000 | -0.5% | 0.01% | 0.0% |
Q1 2023 | $278,274 | +9.2% | 7,036 | +2.0% | 0.01% | 0.0% |
Q4 2022 | $254,817 | +6.6% | 6,900 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $239,000 | -8.8% | 6,900 | -3.8% | 0.01% | 0.0% |
Q2 2022 | $262,000 | -17.1% | 7,175 | 0.0% | 0.01% | -16.7% |
Q1 2022 | $316,000 | – | 7,175 | – | 0.01% | – |
Download |
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% |