SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 77 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,916,881 | +5.6% | 36,631 | +2.2% | 0.01% | -14.3% |
| Q1 2024 | $1,815,235 | +646.2% | 35,825 | +578.2% | 0.01% | +600.0% |
| Q4 2023 | $243,270 | +40.6% | 5,282 | +11.5% | 0.00% | 0.0% |
| Q2 2022 | $173,000 | -39.9% | 4,736 | -27.6% | 0.00% | -50.0% |
| Q1 2022 | $288,000 | +39.8% | 6,544 | +47.8% | 0.00% | +100.0% |
| Q4 2021 | $206,000 | +9.6% | 4,429 | +0.3% | 0.00% | -50.0% |
| Q3 2021 | $188,000 | +7.4% | 4,414 | +7.5% | 0.00% | 0.0% |
| Q2 2021 | $175,000 | +8.7% | 4,107 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $161,000 | +5.2% | 4,095 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $153,000 | +13.3% | 4,083 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $135,000 | +28.6% | 4,067 | +18.1% | 0.00% | 0.0% |
| Q2 2020 | $105,000 | +28.0% | 3,444 | +0.4% | 0.00% | 0.0% |
| Q1 2020 | $82,000 | -16.3% | 3,430 | +1.6% | 0.00% | -33.3% |
| Q3 2019 | $98,000 | -1.0% | 3,376 | -0.6% | 0.00% | -25.0% |
| Q2 2019 | $99,000 | +482.4% | 3,398 | +454.3% | 0.00% | +300.0% |
| Q1 2019 | $17,000 | +13.3% | 613 | +0.5% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | – | 610 | – | 0.00% | – |
Download | ||||||
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% |