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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $980,426 | +36.2% | 23,739 | +41.1% | 0.00% | 0.0% |
| Q2 2023 | $719,950 | +17.8% | 16,825 | +8.9% | 0.00% | – |
| Q1 2023 | $611,218 | +7.3% | 15,454 | +0.2% | 0.00% | – |
| Q4 2022 | $569,653 | +17.2% | 15,425 | +9.9% | 0.00% | – |
| Q3 2022 | $486,000 | +15.4% | 14,039 | +21.5% | 0.00% | – |
| Q2 2022 | $421,000 | -17.3% | 11,550 | -0.0% | 0.00% | – |
| Q1 2022 | $509,000 | +3.0% | 11,554 | +9.0% | 0.00% | – |
| Q4 2021 | $494,000 | +3.8% | 10,602 | -5.0% | 0.00% | – |
| Q3 2021 | $476,000 | +7.7% | 11,163 | +7.8% | 0.00% | – |
| Q2 2021 | $442,000 | +12.8% | 10,352 | +4.1% | 0.00% | – |
| Q1 2021 | $392,000 | +7.4% | 9,945 | +2.0% | 0.00% | – |
| Q4 2020 | $365,000 | +6.1% | 9,753 | -6.4% | 0.00% | -100.0% |
| Q3 2020 | $344,000 | +0.9% | 10,423 | -7.1% | 0.00% | 0.0% |
| Q2 2020 | $341,000 | +25.8% | 11,220 | +3.7% | 0.00% | 0.0% |
| Q1 2020 | $271,000 | -68.3% | 10,815 | -60.0% | 0.00% | -50.0% |
| Q4 2019 | $854,000 | +268.1% | 27,055 | +240.0% | 0.00% | – |
| Q3 2019 | $232,000 | -45.2% | 7,958 | -45.7% | 0.00% | -100.0% |
| Q2 2019 | $423,000 | -15.7% | 14,661 | -18.7% | 0.00% | 0.0% |
| Q1 2019 | $502,000 | – | 18,023 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |