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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,283,000 | -17.2% | 35,195 | 0.0% | 0.13% | -4.3% |
| Q1 2022 | $1,550,000 | -5.5% | 35,195 | -0.0% | 0.14% | +13.0% |
| Q4 2021 | $1,640,000 | +8.6% | 35,201 | -0.7% | 0.12% | 0.0% |
| Q3 2021 | $1,510,000 | -0.2% | 35,455 | 0.0% | 0.12% | -2.4% |
| Q2 2021 | $1,513,000 | +6.1% | 35,455 | -2.0% | 0.13% | -3.1% |
| Q1 2021 | $1,426,000 | +5.4% | 36,180 | 0.0% | 0.13% | -2.3% |
| Q4 2020 | $1,353,000 | +9.5% | 36,180 | -3.4% | 0.13% | -2.9% |
| Q3 2020 | $1,236,000 | +8.7% | 37,465 | +0.0% | 0.14% | +1.5% |
| Q2 2020 | $1,137,000 | +21.1% | 37,463 | -0.0% | 0.14% | +2.3% |
| Q1 2020 | $939,000 | – | 37,465 | – | 0.13% | – |
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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% |