SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 88 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,863 | -3.5% | 2,418 | 0.0% | 0.06% | +9.4% |
| Q2 2023 | $103,466 | +26.5% | 2,418 | +16.9% | 0.05% | +20.5% |
| Q1 2023 | $81,789 | +107517.1% | 2,068 | 0.0% | 0.04% | +4.8% |
| Q4 2022 | $76 | -99.9% | 2,068 | 0.0% | 0.04% | -4.5% |
| Q3 2022 | $72,000 | -4.0% | 2,068 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $75,000 | -17.6% | 2,068 | 0.0% | 0.04% | -6.5% |
| Q1 2022 | $91,000 | -5.2% | 2,068 | 0.0% | 0.05% | -4.2% |
| Q4 2021 | $96,000 | +9.1% | 2,068 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $88,000 | 0.0% | 2,068 | 0.0% | 0.05% | +4.3% |
| Q2 2021 | $88,000 | +7.3% | 2,068 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $82,000 | +6.5% | 2,068 | 0.0% | 0.04% | -2.2% |
| Q4 2020 | $77,000 | +13.2% | 2,068 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $68,000 | +7.9% | 2,068 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $63,000 | +21.2% | 2,068 | 0.0% | 0.05% | +2.2% |
| Q1 2020 | $52,000 | -20.0% | 2,068 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $65,000 | +8.3% | 2,068 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $60,000 | – | 2,068 | – | 0.05% | – |
Download | ||||||
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% |