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 | $74,367 | -57.7% | 1,801 | -56.2% | 0.00% | – |
| Q2 2023 | $175,849 | +9.2% | 4,110 | +0.9% | 0.00% | – |
| Q1 2023 | $161,095 | -6.7% | 4,073 | -12.9% | 0.00% | – |
| Q4 2022 | $172,685 | +32.8% | 4,676 | +25.0% | 0.00% | – |
| Q3 2022 | $130,000 | -79.1% | 3,742 | -78.0% | 0.00% | – |
| Q2 2022 | $621,000 | +325.3% | 17,041 | +416.6% | 0.00% | – |
| Q1 2022 | $146,000 | -2.7% | 3,299 | +2.4% | 0.00% | – |
| Q4 2021 | $150,000 | +26.1% | 3,222 | +15.0% | 0.00% | – |
| Q3 2021 | $119,000 | -27.0% | 2,801 | -26.3% | 0.00% | – |
| Q2 2021 | $163,000 | +21.6% | 3,802 | +11.7% | 0.00% | – |
| Q1 2021 | $134,000 | +5.5% | 3,403 | -0.0% | 0.00% | – |
| Q4 2020 | $127,000 | -1.6% | 3,404 | -12.8% | 0.00% | – |
| Q3 2020 | $129,000 | +25.2% | 3,903 | +14.7% | 0.00% | – |
| Q2 2020 | $103,000 | – | 3,404 | +340300.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2018 | $11,000 | – | 369 | – | 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% |