SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 93 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,799 | +3.6% | 799 | +0.3% | 0.00% | 0.0% |
| Q1 2024 | $40,361 | +10.1% | 797 | +0.1% | 0.00% | 0.0% |
| Q4 2023 | $36,673 | +93.5% | 796 | +73.4% | 0.00% | +100.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,778,341 | $168,497,000 | 27.58% |
| WADDELL & ASSOCIATES, LLC | 768,414 | $22,407,000 | 7.02% |
| Clearshares LLC | 135,064 | $3,938,000 | 3.86% |
| Apollon Wealth Management, LLC | 76,685 | $2,236,000 | 2.34% |
| Pinion Investment Advisors, LLC | 10,966 | $320,000 | 0.66% |
| Omega Financial Group, LLC | 29,877 | $871,000 | 0.61% |
| Prime Capital Investment Advisors, LLC | 132,615 | $3,867,000 | 0.60% |
| COLONY GROUP LLC | 420,952 | $12,275,000 | 0.39% |
| HBK Sorce Advisory LLC | 137,668 | $4,014,000 | 0.38% |
| Aspen Investment Management Inc | 12,010 | $350,000 | 0.23% |