SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $201,000 | -16.9% | 5,500 | 0.0% | 0.02% | -4.3% |
Q1 2022 | $242,000 | -5.5% | 5,500 | 0.0% | 0.02% | -4.2% |
Q4 2021 | $256,000 | +9.4% | 5,500 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $234,000 | -0.4% | 5,500 | 0.0% | 0.02% | -4.0% |
Q2 2021 | $235,000 | +14.6% | 5,500 | 0.0% | 0.02% | -7.4% |
Q4 2020 | $205,000 | -10.9% | 5,500 | -21.2% | 0.03% | -22.9% |
Q3 2020 | $230,000 | +8.5% | 6,977 | 0.0% | 0.04% | +6.1% |
Q2 2020 | $212,000 | -47.8% | 6,977 | -50.0% | 0.03% | -2.9% |
Q1 2020 | $406,000 | +84.5% | 13,954 | +100.0% | 0.03% | 0.0% |
Q4 2019 | $220,000 | +8.4% | 6,977 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $203,000 | +1.0% | 6,977 | 0.0% | 0.03% | -2.9% |
Q2 2019 | $201,000 | – | 6,977 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
Avant Capital LLC | 13,121 | $478,000 | 0.62% |
MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |