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 | $36,846 | -28.9% | 851 | -29.6% | 0.00% | – |
| Q2 2023 | $51,794 | +75.7% | 1,209 | +61.0% | 0.00% | – |
| Q4 2022 | $29,482 | -34.5% | 751 | -37.0% | 0.00% | – |
| Q3 2022 | $45,000 | -53.1% | 1,193 | -53.3% | 0.00% | – |
| Q2 2022 | $96,000 | +357.1% | 2,555 | +457.9% | 0.00% | – |
| Q1 2022 | $21,000 | 0.0% | 458 | 0.0% | 0.00% | – |
| Q4 2021 | $21,000 | 0.0% | 458 | 0.0% | 0.00% | – |
| Q3 2021 | $21,000 | +5.0% | 458 | 0.0% | 0.00% | – |
| Q2 2021 | $20,000 | +5.3% | 458 | 0.0% | 0.00% | – |
| Q1 2021 | $19,000 | +11.8% | 458 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | +13.3% | 458 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 458 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | -26.3% | 458 | -42.4% | 0.00% | – |
| Q1 2020 | $19,000 | -24.0% | 795 | 0.0% | 0.00% | – |
| Q4 2019 | $25,000 | +8.7% | 795 | 0.0% | 0.00% | – |
| Q3 2019 | $23,000 | – | 795 | – | 0.00% | – |
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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% |