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 | $413 | -22.5% | 9,990 | -19.7% | 0.03% | -19.4% |
| Q2 2023 | $533 | -21.5% | 12,445 | -27.5% | 0.04% | -25.0% |
| Q1 2023 | $679 | +2.9% | 17,170 | -4.0% | 0.05% | -4.0% |
| Q4 2022 | $660 | -99.9% | 17,885 | +9.9% | 0.05% | +11.1% |
| Q3 2022 | $563,000 | -14.7% | 16,280 | -10.1% | 0.04% | -11.8% |
| Q2 2022 | $660,000 | -52.2% | 18,110 | -42.3% | 0.05% | -46.3% |
| Q1 2022 | $1,382,000 | +8.3% | 31,390 | +14.6% | 0.10% | +11.8% |
| Q4 2021 | $1,276,000 | +27.6% | 27,390 | +16.6% | 0.08% | +14.9% |
| Q3 2021 | $1,000,000 | +68.6% | 23,485 | +56.2% | 0.07% | +54.2% |
| Q2 2021 | $593,000 | 0.0% | 15,040 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $593,000 | +20.5% | 15,040 | +14.2% | 0.05% | +11.6% |
| Q4 2020 | $492,000 | +17.7% | 13,165 | +3.9% | 0.04% | +19.4% |
| Q3 2020 | $418,000 | +38.0% | 12,665 | +26.7% | 0.04% | +24.1% |
| Q2 2020 | $303,000 | +20.7% | 9,995 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $251,000 | -22.5% | 9,995 | -2.7% | 0.03% | -3.3% |
| Q4 2019 | $324,000 | +32.8% | 10,270 | +22.6% | 0.03% | +20.0% |
| Q3 2019 | $244,000 | – | 8,380 | – | 0.02% | – |
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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% |