SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,610,000 | 0.0% | 84,749 | 0.0% | 2.71% | 0.0% |
| Q3 2021 | $3,610,000 | +10.8% | 84,749 | +2.5% | 2.71% | +7.1% |
| Q2 2021 | $3,257,000 | +1.2% | 82,683 | +1.3% | 2.53% | -2.9% |
| Q1 2021 | $3,219,000 | -34.0% | 81,650 | -44.8% | 2.61% | -38.3% |
| Q3 2020 | $4,875,000 | +10.2% | 147,804 | 0.0% | 4.23% | +19.5% |
| Q2 2020 | $4,425,000 | +19.4% | 147,804 | 0.0% | 3.54% | -32.3% |
| Q1 2020 | $3,705,000 | -18.5% | 147,804 | +2.6% | 5.22% | +23.0% |
| Q4 2019 | $4,548,000 | +15.5% | 144,064 | +6.7% | 4.24% | +9.9% |
| Q3 2019 | $3,938,000 | -6.5% | 135,064 | -7.4% | 3.86% | +0.3% |
| Q2 2019 | $4,213,000 | +113.7% | 145,906 | +106.1% | 3.85% | +101.8% |
| Q1 2019 | $1,971,000 | – | 70,806 | – | 1.91% | – |
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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% |