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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $33,000 | -8.3% | 961 | -2.8% | 0.03% | 0.0% |
Q2 2022 | $36,000 | -26.5% | 989 | -11.4% | 0.03% | -17.5% |
Q1 2022 | $49,000 | -3.9% | 1,116 | 0.0% | 0.04% | -4.8% |
Q4 2021 | $51,000 | +8.5% | 1,116 | 0.0% | 0.04% | +2.4% |
Q3 2021 | $47,000 | -50.0% | 1,116 | -49.6% | 0.04% | -48.8% |
Q2 2021 | $94,000 | -34.3% | 2,215 | -39.2% | 0.08% | -35.0% |
Q1 2021 | $143,000 | +248.8% | 3,646 | +226.7% | 0.12% | +223.7% |
Q4 2020 | $41,000 | – | 1,116 | – | 0.04% | – |
Download |
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% |