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 | 8,662,174 | $370,654,405 | 31.37% |
| WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
| ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
| Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
| Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
| Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
| Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
| Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
| Avant Capital LLC | 13,700 | $586,217 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |