SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 49 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $376,170 | -3.2% | 9,108 | +0.3% | 0.02% | -10.7% |
Q2 2023 | $388,713 | +8.5% | 9,084 | +0.3% | 0.03% | 0.0% |
Q1 2023 | $358,354 | -15.8% | 9,060 | -21.4% | 0.03% | -20.0% |
Q4 2022 | $425,795 | -31.8% | 11,529 | -36.1% | 0.04% | -47.0% |
Q3 2022 | $624,000 | +50.0% | 18,039 | +58.0% | 0.07% | +73.7% |
Q2 2022 | $416,000 | -2.8% | 11,417 | +17.3% | 0.04% | +8.6% |
Q1 2022 | $428,000 | -12.1% | 9,730 | -7.0% | 0.04% | 0.0% |
Q4 2021 | $487,000 | +9.4% | 10,463 | +0.2% | 0.04% | -7.9% |
Q3 2021 | $445,000 | -9.7% | 10,441 | -9.7% | 0.04% | -13.6% |
Q2 2021 | $493,000 | +14.4% | 11,562 | +5.8% | 0.04% | -4.3% |
Q1 2021 | $431,000 | +3.1% | 10,925 | -2.4% | 0.05% | -20.7% |
Q4 2020 | $418,000 | -9.5% | 11,192 | -20.2% | 0.06% | -48.7% |
Q3 2020 | $462,000 | +12.1% | 14,021 | +3.3% | 0.11% | -10.3% |
Q2 2020 | $412,000 | +38.3% | 13,579 | +14.1% | 0.13% | -40.3% |
Q1 2020 | $298,000 | -25.5% | 11,902 | -6.0% | 0.21% | -7.0% |
Q4 2019 | $400,000 | 0.0% | 12,658 | -7.7% | 0.23% | +48.4% |
Q3 2019 | $400,000 | -12.7% | 13,715 | -13.5% | 0.15% | -16.4% |
Q2 2019 | $458,000 | +52.7% | 15,855 | +46.9% | 0.18% | +13.0% |
Q1 2019 | $300,000 | +14.9% | 10,793 | +1.3% | 0.16% | -6.9% |
Q4 2018 | $261,000 | – | 10,652 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 4,931,121 | $229,692,000 | 26.34% |
WADDELL & ASSOCIATES, LLC | 849,845 | $39,586,000 | 6.28% |
Clearshares LLC | 84,749 | $3,610,000 | 2.71% |
Financial Engines Advisors L.L.C. | 13,582,986 | $632,792,000 | 1.68% |
Kaizen Financial Strategies | 40,702 | $1,896,000 | 1.42% |
Cassady Schiller Wealth Management, LLC | 42,133 | $1,963,000 | 1.18% |
Parkside Advisors LLC | 79,015 | $3,681,000 | 1.12% |
Cedar Brook Financial Partners, LLC | 91,355 | $4,255,000 | 1.09% |
Topel & Distasi Wealth Management, LLC | 56,852 | $2,648,000 | 1.08% |
Blueprint Investment Partners LLC | 85,782 | $3,995,725,000 | 0.98% |