Burleson & Company, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 45 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Burleson & Company, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$229,454
+6.7%
6,213
+0.1%
0.06%
+23.9%
Q3 2022$215,000
-4.9%
6,204
+0.1%
0.05%
-6.1%
Q2 2022$226,000
-16.9%
6,195
+0.1%
0.05%
+11.4%
Q1 2022$272,000
+0.7%
6,187
+6.5%
0.04%
+12.8%
Q4 2021$270,000
+9.3%
5,807
+0.1%
0.04%
+5.4%
Q3 2021$247,0000.0%5,800
+0.1%
0.04%
+2.8%
Q2 2021$247,000
+4.2%
5,793
-3.7%
0.04%
-7.7%
Q1 2021$237,000
+5.3%
6,017
+0.1%
0.04%0.0%
Q4 2020$225,000
+2.7%
6,011
-4.9%
0.04%
-4.9%
Q3 2020$219,000
+5.3%
6,324
+0.2%
0.04%
-8.9%
Q2 2020$208,000
-57.2%
6,312
-57.7%
0.04%
-66.9%
Q4 2019$486,000
+10.5%
14,9280.0%0.14%
-11.1%
Q3 2019$440,0000.0%14,928
-1.3%
0.15%
-17.3%
Q2 2019$440,000
-11.8%
15,130
-12.1%
0.18%
-12.7%
Q1 2019$499,000
+4.6%
17,219
-1.2%
0.21%
-13.8%
Q4 2018$477,00017,4350.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2018
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 3,719,104$91,193,00020.06%
WADDELL & ASSOCIATES, LLC 732,793$17,968,0008.33%
Strid Group, LLC 119,385$2,928,0001.20%
Omega Financial Group, LLC 38,467$943,0000.83%
COLONY GROUP LLC 442,886$10,860,0000.53%
HBK Sorce Advisory LLC 142,227$3,487,0000.40%
Kalos Management, Inc. 23,908$715,0000.35%
Aspen Investment Management Inc 13,202$324,0000.26%
Avantax Planning Partners, Inc. 138,465$3,395,0000.26%
Burleson & Company, LLC 17,435$477,0000.25%
View complete list of SCHWAB STRATEGIC TR shareholders