SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,729 | -3.1% | 66 | 0.0% | 0.00% | – |
Q2 2023 | $2,817 | +8.6% | 66 | 0.0% | 0.00% | – |
Q1 2023 | $2,594 | +39.5% | 66 | +32.0% | 0.00% | – |
Q4 2022 | $1,860 | +86.0% | 50 | +31.6% | 0.00% | – |
Q3 2022 | $1,000 | -98.2% | 38 | -97.5% | 0.00% | -100.0% |
Q2 2022 | $56,000 | -16.4% | 1,525 | +0.4% | 0.01% | +50.0% |
Q1 2022 | $67,000 | -5.6% | 1,519 | +0.3% | 0.00% | 0.0% |
Q4 2021 | $71,000 | +10.9% | 1,515 | +0.4% | 0.00% | 0.0% |
Q3 2021 | $64,000 | 0.0% | 1,509 | +0.3% | 0.00% | 0.0% |
Q2 2021 | $64,000 | +8.5% | 1,505 | +0.3% | 0.00% | 0.0% |
Q1 2021 | $59,000 | -1.7% | 1,500 | -6.0% | 0.00% | -20.0% |
Q4 2020 | $60,000 | +140.0% | 1,596 | +112.8% | 0.01% | +150.0% |
Q3 2020 | $25,000 | +8.7% | 750 | -0.9% | 0.00% | 0.0% |
Q2 2020 | $23,000 | +21.1% | 757 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $19,000 | -20.8% | 757 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $24,000 | +9.1% | 757 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $22,000 | 0.0% | 757 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $22,000 | +4.8% | 757 | 0.0% | 0.00% | -33.3% |
Q1 2019 | $21,000 | +16.7% | 757 | +0.9% | 0.00% | +50.0% |
Q4 2018 | $18,000 | – | 750 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |