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 | $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 | 5,332,147 | $199,369,000 | 26.46% |
WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |