SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 128 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,503 | -4.4% | 9,164 | -1.0% | 0.00% | – |
| Q2 2023 | $396,119 | +11.5% | 9,257 | +3.0% | 0.00% | – |
| Q1 2023 | $355,397 | +37.2% | 8,986 | +28.1% | 0.00% | – |
| Q4 2022 | $259,027 | +0.0% | 7,014 | -6.4% | 0.00% | – |
| Q3 2022 | $259,000 | -12.8% | 7,493 | -8.1% | 0.00% | – |
| Q2 2022 | $297,000 | -39.6% | 8,152 | -27.0% | 0.00% | – |
| Q1 2022 | $492,000 | -35.0% | 11,171 | -31.2% | 0.00% | – |
| Q4 2021 | $757,000 | +50.2% | 16,245 | +37.3% | 0.00% | – |
| Q3 2021 | $504,000 | +22.0% | 11,830 | +22.2% | 0.00% | – |
| Q2 2021 | $413,000 | +25.2% | 9,677 | +15.7% | 0.00% | – |
| Q1 2021 | $330,000 | +36.4% | 8,365 | +29.0% | 0.00% | – |
| Q4 2020 | $242,000 | -10.7% | 6,485 | -20.9% | 0.00% | – |
| Q3 2020 | $271,000 | +29.0% | 8,194 | +18.7% | 0.00% | – |
| Q2 2020 | $210,000 | +1650.0% | 6,901 | +1288.5% | 0.00% | – |
| Q1 2020 | $12,000 | -25.0% | 497 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | +6.7% | 497 | -4.8% | 0.00% | – |
| Q3 2019 | $15,000 | +1400.0% | 522 | +1988.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |