SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,190 | -3.5% | 1,869 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $79,975 | +8.2% | 1,869 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $73,919 | +7.1% | 1,869 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $69,022 | +6.2% | 1,869 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $65,000 | -4.4% | 1,869 | 0.0% | 0.02% | -14.3% |
| Q2 2022 | $68,000 | -17.1% | 1,869 | 0.0% | 0.02% | -12.5% |
| Q1 2022 | $82,000 | -5.7% | 1,869 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $87,000 | +8.8% | 1,869 | -0.7% | 0.02% | 0.0% |
| Q3 2021 | $80,000 | 0.0% | 1,883 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $80,000 | +8.1% | 1,883 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $74,000 | +5.7% | 1,883 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $70,000 | +12.9% | 1,883 | 0.0% | 0.03% | -3.7% |
| Q3 2020 | $62,000 | +6.9% | 1,883 | -2.0% | 0.03% | 0.0% |
| Q2 2020 | $58,000 | +20.8% | 1,921 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $48,000 | -21.3% | 1,921 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $61,000 | +10.9% | 1,921 | +2.8% | 0.03% | 0.0% |
| Q3 2019 | $55,000 | – | 1,869 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,357,876 | $308,656,363 | 29.52% |
| WADDELL & ASSOCIATES, LLC | 969,320 | $35,796,977 | 5.99% |
| Kaizen Financial Strategies | 65,688 | $2,532,272 | 2.50% |
| Financial Engines Advisors L.L.C. | 21,306,259 | $786,840,148 | 2.25% |
| Cassady Schiller Wealth Management, LLC | 53,850 | $1,988,664 | 1.22% |
| Parkside Advisors LLC | 79,101 | $2,921,196 | 1.02% |
| Cedar Brook Financial Partners, LLC | 92,986 | $3,433,964 | 0.97% |
| Red Door Wealth Management, LLC | 74,723 | $2,759,520 | 0.91% |
| Blueprint Investment Partners LLC | 80,759 | $2,982,430 | 0.63% |
| Avant Capital LLC | 12,977 | $479,229 | 0.59% |