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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $526,000 | -51.2% | 14,422 | -41.1% | 0.02% | -42.3% |
| Q1 2022 | $1,078,000 | -15.3% | 24,474 | -10.4% | 0.03% | -18.8% |
| Q4 2021 | $1,273,000 | +4.0% | 27,323 | -4.9% | 0.03% | -13.5% |
| Q3 2021 | $1,224,000 | -9.8% | 28,725 | -9.7% | 0.04% | -22.9% |
| Q2 2021 | $1,357,000 | -0.5% | 31,812 | -8.1% | 0.05% | -30.4% |
| Q1 2021 | $1,364,000 | -7.0% | 34,604 | -11.8% | 0.07% | -36.7% |
| Q4 2020 | $1,466,000 | +26.5% | 39,213 | +11.6% | 0.11% | +3.8% |
| Q3 2020 | $1,159,000 | +87.5% | 35,139 | +72.6% | 0.10% | +12.9% |
| Q2 2020 | $618,000 | – | 20,357 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |