SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 88 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,949 | -3.1% | 459 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $19,561 | +8.6% | 457 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $18,014 | +7.2% | 455 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $16,806 | +86.7% | 456 | +62.9% | 0.00% | +100.0% |
| Q3 2022 | $9,000 | -10.0% | 280 | +0.4% | 0.00% | -50.0% |
| Q2 2022 | $10,000 | -16.7% | 279 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $12,000 | +33.3% | 279 | +43.8% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 194 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 193 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 193 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 192 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +133.3% | 192 | +93.9% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | -62.5% | 99 | -71.6% | 0.00% | -50.0% |
| Q1 2020 | $8,000 | +100.0% | 349 | +252.5% | 0.00% | +100.0% |
| Q4 2019 | $4,000 | +300.0% | 99 | +560.0% | 0.00% | – |
| Q3 2019 | $1,000 | – | 15 | +7.1% | 0.00% | – |
| Q2 2019 | $0 | – | 14 | – | 0.00% | – |
Download | ||||||
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% |