SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | 8,662,174 | $370,654,405 | 31.37% |
| WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
| ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
| Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
| Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
| Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
| Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
| Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
| Avant Capital LLC | 13,700 | $586,217 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |