SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 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 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |