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 | $2,818,602 | -4.1% | 68,247 | -0.6% | 0.12% | 0.0% |
| Q2 2023 | $2,938,689 | +3.7% | 68,677 | -4.2% | 0.12% | -3.9% |
| Q1 2023 | $2,834,786 | +53396.6% | 71,676 | -50.0% | 0.13% | -9.8% |
| Q4 2022 | $5,299 | -99.8% | 143,486 | +97.4% | 0.14% | -14.9% |
| Q3 2022 | $2,516,000 | -14.2% | 72,699 | -9.7% | 0.17% | -22.2% |
| Q2 2022 | $2,934,000 | -18.0% | 80,479 | -1.0% | 0.22% | +10.2% |
| Q1 2022 | $3,579,000 | -5.9% | 81,276 | -0.5% | 0.20% | +2.1% |
| Q4 2021 | $3,804,000 | +8.4% | 81,666 | -0.9% | 0.19% | -0.5% |
| Q3 2021 | $3,510,000 | -0.2% | 82,391 | -0.1% | 0.19% | -0.5% |
| Q2 2021 | $3,518,000 | +5.4% | 82,466 | -2.6% | 0.19% | -2.5% |
| Q1 2021 | $3,337,000 | +4.9% | 84,650 | -0.5% | 0.20% | +1.5% |
| Q4 2020 | $3,180,000 | +13.2% | 85,050 | -0.1% | 0.20% | -2.0% |
| Q3 2020 | $2,808,000 | +7.8% | 85,138 | -0.8% | 0.20% | +3.6% |
| Q2 2020 | $2,604,000 | -5.6% | 85,794 | -22.0% | 0.19% | -28.0% |
| Q1 2020 | $2,758,000 | -36.5% | 110,003 | -20.1% | 0.27% | -29.3% |
| Q4 2019 | $4,346,000 | +8.3% | 137,668 | 0.0% | 0.38% | -1.3% |
| Q3 2019 | $4,014,000 | +0.1% | 137,668 | -0.9% | 0.38% | -0.8% |
| Q2 2019 | $4,011,000 | +3.2% | 138,917 | -0.5% | 0.39% | -0.3% |
| Q1 2019 | $3,885,000 | +11.4% | 139,598 | -1.8% | 0.39% | -2.8% |
| Q4 2018 | $3,487,000 | – | 142,227 | – | 0.40% | – |
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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% |