SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 128 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |