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 | $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 | 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% |