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 | $10,377,864 | -0.4% | 251,280 | +3.2% | 0.00% | 0.0% |
| Q2 2023 | $10,415,942 | +13.3% | 243,420 | +4.7% | 0.00% | 0.0% |
| Q1 2023 | $9,191,618 | +30.7% | 232,405 | +22.0% | 0.00% | 0.0% |
| Q4 2022 | $7,034,279 | +52.0% | 190,476 | +42.5% | 0.00% | 0.0% |
| Q3 2022 | $4,627,000 | +53.5% | 133,685 | +61.8% | 0.00% | – |
| Q2 2022 | $3,014,000 | +60.7% | 82,644 | +93.9% | 0.00% | – |
| Q1 2022 | $1,876,000 | +118.9% | 42,622 | +131.8% | 0.00% | – |
| Q4 2021 | $857,000 | +55.0% | 18,389 | +41.6% | 0.00% | – |
| Q3 2021 | $553,000 | -12.2% | 12,982 | -12.2% | 0.00% | – |
| Q2 2021 | $630,000 | +13.1% | 14,780 | +4.7% | 0.00% | – |
| Q1 2021 | $557,000 | +17.3% | 14,115 | +11.1% | 0.00% | – |
| Q4 2020 | $475,000 | +36.5% | 12,702 | +20.2% | 0.00% | – |
| Q3 2020 | $348,000 | -57.8% | 10,563 | -61.1% | 0.00% | – |
| Q2 2020 | $824,000 | +38.7% | 27,150 | +14.4% | 0.00% | – |
| Q1 2020 | $594,000 | -12.3% | 23,723 | +10.6% | 0.00% | – |
| Q4 2019 | $677,000 | +8.1% | 21,448 | -0.0% | 0.00% | – |
| Q3 2019 | $626,000 | +214.6% | 21,454 | +210.7% | 0.00% | – |
| Q2 2019 | $199,000 | +226.2% | 6,906 | +175.6% | 0.00% | – |
| Q4 2018 | $61,000 | – | 2,506 | +50020.0% | 0.00% | – |
| Q3 2018 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 5 | – | 0.00% | – |
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% |