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 | $809,315 | +21.9% | 19,596 | +26.3% | 0.00% | – |
| Q2 2023 | $664,015 | +168.2% | 15,518 | +147.9% | 0.00% | – |
| Q1 2023 | $247,623 | -83.8% | 6,261 | -84.9% | 0.00% | – |
| Q4 2022 | $1,526,317 | +135.5% | 41,330 | +132.4% | 0.00% | – |
| Q2 2022 | $648,000 | -75.0% | 17,786 | -68.1% | 0.00% | -100.0% |
| Q4 2021 | $2,595,000 | +415.9% | 55,714 | +371.5% | 0.00% | – |
| Q3 2021 | $503,000 | -39.2% | 11,817 | -43.6% | 0.00% | – |
| Q1 2021 | $827,000 | -17.5% | 20,969 | -31.1% | 0.00% | – |
| Q3 2020 | $1,003,000 | +77.2% | 30,420 | +63.1% | 0.00% | – |
| Q2 2020 | $566,000 | -75.1% | 18,655 | -79.4% | 0.00% | -100.0% |
| Q1 2020 | $2,272,000 | +108.1% | 90,641 | +162.1% | 0.00% | – |
| Q4 2019 | $1,092,000 | +141.1% | 34,587 | +112.4% | 0.00% | – |
| Q1 2019 | $453,000 | -74.3% | 16,284 | -77.4% | 0.00% | -100.0% |
| Q4 2018 | $1,763,000 | +186.7% | 71,907 | +234.5% | 0.00% | – |
| Q3 2018 | $615,000 | -19.6% | 21,500 | -24.7% | 0.00% | – |
| Q2 2018 | $765,000 | -4.7% | 28,559 | -7.5% | 0.00% | – |
| Q1 2018 | $803,000 | – | 30,870 | – | 0.00% | – |
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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% |