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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $310,000 | +9.2% | 6,664 | 0.0% | 0.04% | +8.3% |
| Q3 2021 | $284,000 | 0.0% | 6,664 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $284,000 | +19.8% | 6,664 | -14.8% | 0.04% | -14.3% |
| Q2 2020 | $237,000 | -3.7% | 7,818 | -20.4% | 0.04% | -14.3% |
| Q1 2020 | $246,000 | -40.1% | 9,818 | -24.7% | 0.05% | 0.0% |
| Q4 2019 | $411,000 | +8.2% | 13,038 | 0.0% | 0.05% | +19.5% |
| Q3 2019 | $380,000 | +5.0% | 13,038 | +4.0% | 0.04% | +5.1% |
| Q2 2019 | $362,000 | +493.4% | 12,538 | +403.1% | 0.04% | +457.1% |
| Q4 2018 | $61,000 | – | 2,492 | – | 0.01% | – |
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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% |