SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,829,000 | -3.9% | 46,401 | -8.8% | 0.09% | -4.1% |
| Q4 2020 | $1,903,000 | +13.3% | 50,896 | 0.0% | 0.10% | +10.1% |
| Q3 2020 | $1,679,000 | -37.6% | 50,896 | -42.6% | 0.09% | -41.4% |
| Q2 2020 | $2,690,000 | +21.1% | 88,637 | 0.0% | 0.15% | -1.9% |
| Q1 2020 | $2,222,000 | -20.6% | 88,637 | 0.0% | 0.16% | -6.1% |
| Q4 2019 | $2,798,000 | +8.2% | 88,637 | 0.0% | 0.16% | +3.8% |
| Q3 2019 | $2,585,000 | -0.3% | 88,637 | 0.0% | 0.16% | -5.4% |
| Q2 2019 | $2,592,000 | +5.1% | 88,637 | 0.0% | 0.17% | -1.8% |
| Q1 2019 | $2,467,000 | -27.3% | 88,637 | -36.0% | 0.17% | -33.2% |
| Q4 2018 | $3,395,000 | – | 138,465 | – | 0.26% | – |
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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% |