SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 124 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $692,678 | +36.0% | 13,237 | +31.7% | 0.00% | 0.0% |
| Q1 2024 | $509,169 | +27.1% | 10,049 | +15.5% | 0.00% | 0.0% |
| Q4 2023 | $400,574 | +6.1% | 8,697 | -4.8% | 0.00% | 0.0% |
| Q3 2023 | $377,465 | -6.7% | 9,140 | -3.3% | 0.00% | 0.0% |
| Q2 2023 | $404,407 | +6.6% | 9,451 | -1.4% | 0.00% | 0.0% |
| Q1 2023 | $379,219 | +32.6% | 9,588 | +23.8% | 0.00% | 0.0% |
| Q4 2022 | $286,014 | +32.4% | 7,745 | +24.1% | 0.00% | – |
| Q3 2022 | $216,000 | -4.8% | 6,241 | +0.1% | 0.00% | – |
| Q2 2022 | $227,000 | -23.1% | 6,236 | -7.0% | 0.00% | -100.0% |
| Q1 2022 | $295,000 | +43.2% | 6,707 | +51.7% | 0.00% | – |
| Q4 2021 | $206,000 | – | 4,421 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,778,341 | $168,497,000 | 27.58% |
| WADDELL & ASSOCIATES, LLC | 768,414 | $22,407,000 | 7.02% |
| Clearshares LLC | 135,064 | $3,938,000 | 3.86% |
| Apollon Wealth Management, LLC | 76,685 | $2,236,000 | 2.34% |
| Pinion Investment Advisors, LLC | 10,966 | $320,000 | 0.66% |
| Omega Financial Group, LLC | 29,877 | $871,000 | 0.61% |
| Prime Capital Investment Advisors, LLC | 132,615 | $3,867,000 | 0.60% |
| COLONY GROUP LLC | 420,952 | $12,275,000 | 0.39% |
| HBK Sorce Advisory LLC | 137,668 | $4,014,000 | 0.38% |
| Aspen Investment Management Inc | 12,010 | $350,000 | 0.23% |