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 | $629,723 | +0.1% | 15,248 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $629,207 | +11.6% | 14,705 | +3.1% | 0.01% | 0.0% |
| Q1 2023 | $563,888 | +11.4% | 14,258 | +4.1% | 0.01% | 0.0% |
| Q4 2022 | $506,058 | +11.2% | 13,703 | +4.3% | 0.01% | -44.4% |
| Q3 2022 | $455,000 | -6.6% | 13,143 | -1.7% | 0.01% | +12.5% |
| Q2 2022 | $487,000 | -17.2% | 13,367 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $588,000 | -5.6% | 13,365 | +0.0% | 0.01% | -11.1% |
| Q4 2021 | $623,000 | +12.3% | 13,364 | +2.5% | 0.01% | 0.0% |
| Q3 2021 | $555,000 | +3.2% | 13,038 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $538,000 | +8.0% | 12,622 | +0.0% | 0.01% | -10.0% |
| Q1 2021 | $498,000 | +5.5% | 12,621 | +0.0% | 0.01% | +11.1% |
| Q4 2020 | $472,000 | – | 12,620 | – | 0.01% | – |
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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% |