SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 8,613,125 | $355,722,073 | 31.09% |
WADDELL & ASSOCIATES, LLC | 981,993 | $40,556,315 | 5.93% |
ARMSTRONG ADVISORY GROUP, INC | 1,225,565 | $50,615,851 | 5.52% |
Financial Engines Advisors L.L.C. | 24,787,431 | $1,023,720,894 | 2.69% |
Cassady Schiller Wealth Management, LLC | 45,328 | $1,872,042 | 1.04% |
Cedar Brook Financial Partners, LLC | 95,448 | $3,942,001 | 1.03% |
Parkside Advisors LLC | 64,300 | $2,655,586 | 0.82% |
Kaizen Financial Strategies | 21,528 | $889,106 | 0.75% |
Avant Capital LLC | 13,843 | $571,710 | 0.65% |
MADISON WEALTH MANAGEMENT | 61,320 | $2,532,516 | 0.53% |