SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,611 | -3.2% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,696 | +134700.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2 | -100.0% | 63 | -86.4% | 0.00% | -85.7% |
| Q2 2022 | $17,000 | -15.0% | 462 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $20,000 | -9.1% | 462 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $22,000 | +10.0% | 462 | +0.2% | 0.01% | +11.1% |
| Q3 2021 | $20,000 | 0.0% | 461 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $20,000 | +11.1% | 461 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $18,000 | +800.0% | 461 | +668.3% | 0.01% | +700.0% |
| Q4 2020 | $2,000 | 0.0% | 60 | -1.6% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 61 | +1.7% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | – | 60 | – | 0.00% | – |
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% |