SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |