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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392 | -23.0% | 9,500 | -20.1% | 0.06% | -20.8% |
| Q2 2023 | $509 | -99.9% | 11,895 | -4.0% | 0.08% | -3.8% |
| Q1 2023 | $490,222 | +7.1% | 12,395 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $457,747 | +11.6% | 12,395 | +4.6% | 0.08% | -4.7% |
| Q3 2022 | $410,000 | -5.1% | 11,845 | 0.0% | 0.08% | -2.3% |
| Q2 2022 | $432,000 | -17.2% | 11,845 | 0.0% | 0.09% | -7.4% |
| Q1 2022 | $522,000 | -5.4% | 11,845 | 0.0% | 0.09% | -6.0% |
| Q4 2021 | $552,000 | +9.3% | 11,845 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $505,000 | 0.0% | 11,845 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $505,000 | +8.1% | 11,845 | 0.0% | 0.10% | +1.0% |
| Q1 2021 | $467,000 | +2.6% | 11,845 | -2.7% | 0.10% | -6.6% |
| Q4 2020 | $455,000 | +13.2% | 12,175 | 0.0% | 0.11% | -4.5% |
| Q3 2020 | $402,000 | +8.6% | 12,175 | 0.0% | 0.11% | +5.7% |
| Q2 2020 | $370,000 | +21.3% | 12,175 | 0.0% | 0.10% | +4.0% |
| Q1 2020 | $305,000 | -20.6% | 12,175 | 0.0% | 0.10% | +4.1% |
| Q4 2019 | $384,000 | 0.0% | 12,175 | -7.6% | 0.10% | -7.6% |
| Q3 2019 | $384,000 | +1.1% | 13,175 | 0.0% | 0.10% | +1.9% |
| Q2 2019 | $380,000 | +3.5% | 13,175 | 0.0% | 0.10% | +1.0% |
| Q1 2019 | $367,000 | – | 13,175 | – | 0.10% | – |
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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% |