SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $525,567 | +17.9% | 12,726 | +22.2% | 0.01% | +16.7% |
Q2 2023 | $445,658 | +5.7% | 10,415 | -2.3% | 0.01% | 0.0% |
Q1 2023 | $421,801 | +7.1% | 10,665 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $393,858 | +3.5% | 10,665 | -3.0% | 0.01% | -14.3% |
Q3 2022 | $380,710 | -13.1% | 11,000 | -8.3% | 0.01% | -12.5% |
Q2 2022 | $438,000 | -17.0% | 12,000 | 0.0% | 0.01% | -11.1% |
Q1 2022 | $528,000 | – | 12,000 | – | 0.01% | – |
Download |
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% |