SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $745,000 | -83.4% | 29,700 | -79.1% | 0.01% | -79.3% |
| Q4 2019 | $4,479,000 | +18.7% | 141,881 | +9.6% | 0.03% | +7.4% |
| Q3 2019 | $3,774,000 | -3.7% | 129,433 | -4.6% | 0.03% | -10.0% |
| Q2 2019 | $3,919,000 | +3.8% | 135,718 | 0.0% | 0.03% | -3.2% |
| Q1 2019 | $3,777,000 | +3.3% | 135,718 | -9.0% | 0.03% | -11.4% |
| Q4 2018 | $3,658,000 | – | 149,168 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |