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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $247,000 | 0.0% | 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% | 14,928 | 0.0% | 0.14% | -11.1% |
| Q3 2019 | $440,000 | 0.0% | 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 | $477,000 | – | 17,435 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
| WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
| Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
| Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
| COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
| HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
| Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
| Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
| Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
| Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |