SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 74 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,561,712 | +90.7% | 86,240 | +97.5% | 0.00% | – |
| Q2 2023 | $1,868,126 | +791.0% | 43,658 | +723.6% | 0.00% | – |
| Q1 2023 | $209,655 | -88.0% | 5,301 | -88.8% | 0.00% | – |
| Q4 2022 | $1,749,301 | -47.1% | 47,368 | -50.4% | 0.00% | -100.0% |
| Q3 2022 | $3,304,000 | +18.6% | 95,452 | +25.0% | 0.00% | 0.0% |
| Q2 2022 | $2,785,000 | +12.0% | 76,383 | +35.2% | 0.00% | – |
| Q1 2022 | $2,487,000 | +214.8% | 56,490 | +233.0% | 0.00% | – |
| Q4 2021 | $790,000 | -46.7% | 16,962 | -51.2% | 0.00% | – |
| Q3 2021 | $1,482,000 | +0.2% | 34,782 | +0.3% | 0.00% | – |
| Q2 2021 | $1,479,000 | +55.2% | 34,666 | +43.3% | 0.00% | – |
| Q1 2021 | $953,000 | +60.4% | 24,184 | +34.2% | 0.00% | – |
| Q3 2020 | $594,000 | -58.8% | 18,020 | -62.0% | 0.00% | – |
| Q2 2020 | $1,441,000 | +60.6% | 47,474 | +32.6% | 0.00% | – |
| Q1 2020 | $897,000 | +157.0% | 35,799 | +224.2% | 0.00% | – |
| Q4 2019 | $349,000 | -85.9% | 11,042 | -87.0% | 0.00% | -100.0% |
| Q3 2019 | $2,474,000 | -39.0% | 84,837 | -39.7% | 0.00% | 0.0% |
| Q2 2019 | $4,059,000 | +278.6% | 140,625 | +264.8% | 0.00% | – |
| Q1 2019 | $1,072,000 | +327.1% | 38,548 | +276.3% | 0.00% | – |
| Q4 2018 | $251,000 | -23.0% | 10,243 | -10.1% | 0.00% | – |
| Q3 2018 | $326,000 | -67.5% | 11,400 | -69.6% | 0.00% | – |
| Q2 2018 | $1,003,000 | +175.5% | 37,476 | +167.6% | 0.00% | – |
| Q1 2018 | $364,000 | -78.9% | 14,005 | -78.6% | 0.00% | -100.0% |
| Q4 2017 | $1,722,000 | – | 65,557 | – | 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% |