SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,441 | -2.6% | 34,887 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $1,480 | +5.7% | 34,592 | -2.3% | 0.01% | -20.0% |
| Q1 2023 | $1,400 | +7.2% | 35,392 | +0.1% | 0.01% | +11.1% |
| Q4 2022 | $1,306 | -99.9% | 35,363 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $1,215,000 | -23.1% | 35,120 | -19.0% | 0.01% | -25.0% |
| Q2 2022 | $1,581,000 | -39.2% | 43,371 | -26.6% | 0.01% | -33.3% |
| Q1 2022 | $2,601,000 | -6.7% | 59,084 | -1.3% | 0.02% | -10.0% |
| Q4 2021 | $2,788,000 | +6.2% | 59,844 | -2.9% | 0.02% | -4.8% |
| Q3 2021 | $2,625,000 | +0.4% | 61,610 | +0.5% | 0.02% | -4.5% |
| Q2 2021 | $2,614,000 | -0.4% | 61,285 | -8.0% | 0.02% | -12.0% |
| Q1 2021 | $2,625,000 | +4.5% | 66,588 | -0.9% | 0.02% | -7.4% |
| Q4 2020 | $2,513,000 | +11.5% | 67,201 | -1.6% | 0.03% | -3.6% |
| Q3 2020 | $2,253,000 | +14.2% | 68,319 | +5.1% | 0.03% | +7.7% |
| Q2 2020 | $1,972,000 | -86.7% | 64,985 | -89.0% | 0.03% | -89.8% |
| Q1 2020 | $14,781,000 | +859.2% | 589,585 | +1108.2% | 0.25% | +1054.5% |
| Q4 2019 | $1,541,000 | +23.1% | 48,800 | +13.7% | 0.02% | +10.0% |
| Q3 2019 | $1,252,000 | -62.1% | 42,926 | -62.4% | 0.02% | -57.4% |
| Q2 2019 | $3,301,000 | +12.5% | 114,314 | +8.4% | 0.05% | +4.4% |
| Q1 2019 | $2,934,000 | +76.7% | 105,438 | +55.7% | 0.04% | +50.0% |
| Q4 2018 | $1,660,000 | +67.2% | 67,711 | +95.2% | 0.03% | +76.5% |
| Q3 2018 | $993,000 | – | 34,680 | – | 0.02% | – |
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% |