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 | $337,751 | -88.1% | 8,178 | -89.4% | 0.00% | -100.0% |
| Q4 2022 | $2,847,931 | +30.5% | 77,117 | +22.3% | 0.00% | 0.0% |
| Q3 2022 | $2,182,000 | -75.1% | 63,042 | -73.8% | 0.00% | -50.0% |
| Q2 2022 | $8,760,000 | -24.8% | 240,265 | -9.1% | 0.00% | 0.0% |
| Q1 2022 | $11,642,000 | +214.7% | 264,406 | +233.0% | 0.00% | +100.0% |
| Q4 2021 | $3,699,000 | +123.0% | 79,407 | +88.7% | 0.00% | – |
| Q1 2021 | $1,659,000 | +5.4% | 42,091 | 0.0% | 0.00% | – |
| Q4 2020 | $1,574,000 | +362.9% | 42,091 | +290.3% | 0.00% | – |
| Q4 2019 | $340,000 | – | 10,785 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |