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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,931,121 | $229,692,000 | 26.34% |
| WADDELL & ASSOCIATES, LLC | 849,845 | $39,586,000 | 6.28% |
| Clearshares LLC | 84,749 | $3,610,000 | 2.71% |
| Financial Engines Advisors L.L.C. | 13,582,986 | $632,792,000 | 1.68% |
| Kaizen Financial Strategies | 40,702 | $1,896,000 | 1.42% |
| Cassady Schiller Wealth Management, LLC | 42,133 | $1,963,000 | 1.18% |
| Parkside Advisors LLC | 79,015 | $3,681,000 | 1.12% |
| Cedar Brook Financial Partners, LLC | 91,355 | $4,255,000 | 1.09% |
| Topel & Distasi Wealth Management, LLC | 56,852 | $2,648,000 | 1.08% |
| Blueprint Investment Partners LLC | 85,782 | $3,995,725,000 | 0.98% |