SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,404,073 | -8.5% | 58,210 | -5.2% | 0.00% | 0.0% |
| Q2 2023 | $2,627,220 | +16.3% | 61,398 | +7.5% | 0.00% | 0.0% |
| Q1 2023 | $2,258,779 | +101.7% | 57,112 | +88.3% | 0.00% | +100.0% |
| Q4 2022 | $1,120,087 | +27.4% | 30,330 | +19.4% | 0.00% | 0.0% |
| Q3 2022 | $879,000 | +2.8% | 25,402 | +8.3% | 0.00% | 0.0% |
| Q2 2022 | $855,000 | -23.7% | 23,466 | -7.8% | 0.00% | 0.0% |
| Q1 2022 | $1,121,000 | +1.8% | 25,445 | +7.7% | 0.00% | 0.0% |
| Q4 2021 | $1,101,000 | +13.4% | 23,631 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $971,000 | -1.0% | 22,791 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $981,000 | +8.3% | 22,989 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $906,000 | +5.3% | 22,989 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $860,000 | +14.4% | 22,989 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $752,000 | +22.9% | 22,820 | +13.3% | 0.00% | 0.0% |
| Q2 2020 | $612,000 | +3980.0% | 20,149 | +3230.4% | 0.00% | – |
| Q1 2020 | $15,000 | +114.3% | 605 | +152.1% | 0.00% | – |
| Q3 2019 | $7,000 | -22.2% | 240 | -26.6% | 0.00% | – |
| Q2 2019 | $9,000 | – | 327 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,357,876 | $308,656,363 | 29.52% |
| WADDELL & ASSOCIATES, LLC | 969,320 | $35,796,977 | 5.99% |
| Kaizen Financial Strategies | 65,688 | $2,532,272 | 2.50% |
| Financial Engines Advisors L.L.C. | 21,306,259 | $786,840,148 | 2.25% |
| Cassady Schiller Wealth Management, LLC | 53,850 | $1,988,664 | 1.22% |
| Parkside Advisors LLC | 79,101 | $2,921,196 | 1.02% |
| Cedar Brook Financial Partners, LLC | 92,986 | $3,433,964 | 0.97% |
| Red Door Wealth Management, LLC | 74,723 | $2,759,520 | 0.91% |
| Blueprint Investment Partners LLC | 80,759 | $2,982,430 | 0.63% |
| Avant Capital LLC | 12,977 | $479,229 | 0.59% |