SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 49 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $271,575 | +1.8% | 5,190 | -1.4% | 0.11% | -0.9% |
Q1 2024 | $266,676 | +10.3% | 5,263 | +0.3% | 0.11% | +9.1% |
Q4 2023 | $241,666 | +12.0% | 5,247 | +0.4% | 0.10% | -10.0% |
Q3 2023 | $215,854 | -3.1% | 5,226 | +0.3% | 0.11% | +7.8% |
Q2 2023 | $222,845 | -55.8% | 5,208 | -59.2% | 0.10% | -67.6% |
Q1 2023 | $504,618 | +162.2% | 12,759 | +144.8% | 0.32% | +169.2% |
Q4 2022 | $192,445 | +6.3% | 5,211 | -0.4% | 0.12% | -4.1% |
Q3 2022 | $181,000 | -52.1% | 5,234 | -49.5% | 0.12% | -48.3% |
Q2 2022 | $378,000 | -67.0% | 10,357 | -60.2% | 0.24% | -55.1% |
Q1 2022 | $1,145,000 | -32.6% | 26,016 | -28.7% | 0.53% | -26.2% |
Q4 2021 | $1,700,000 | +10.0% | 36,498 | +0.6% | 0.71% | -5.7% |
Q3 2021 | $1,545,000 | +0.1% | 36,268 | +0.2% | 0.76% | +0.3% |
Q2 2021 | $1,544,000 | +20.1% | 36,187 | +10.9% | 0.75% | +2.0% |
Q1 2021 | $1,286,000 | +630.7% | 32,618 | +592.1% | 0.74% | +624.5% |
Q4 2020 | $176,000 | +13.5% | 4,713 | +0.4% | 0.10% | -4.7% |
Q3 2020 | $155,000 | +9.2% | 4,694 | +0.2% | 0.11% | -8.5% |
Q2 2020 | $142,000 | +21.4% | 4,683 | +0.1% | 0.12% | 0.0% |
Q1 2020 | $117,000 | -44.8% | 4,678 | -30.2% | 0.12% | -19.9% |
Q4 2019 | $212,000 | -60.0% | 6,702 | -64.8% | 0.15% | -67.3% |
Q1 2019 | $530,000 | – | 19,028 | – | 0.45% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 5,778,341 | $168,497,000 | 27.58% |
WADDELL & ASSOCIATES, LLC | 768,414 | $22,407,000 | 7.02% |
Clearshares LLC | 135,064 | $3,938,000 | 3.86% |
Apollon Wealth Management, LLC | 76,685 | $2,236,000 | 2.34% |
Pinion Investment Advisors, LLC | 10,966 | $320,000 | 0.66% |
Omega Financial Group, LLC | 29,877 | $871,000 | 0.61% |
Prime Capital Investment Advisors, LLC | 132,615 | $3,867,000 | 0.60% |
COLONY GROUP LLC | 420,952 | $12,275,000 | 0.39% |
HBK Sorce Advisory LLC | 137,668 | $4,014,000 | 0.38% |
Aspen Investment Management Inc | 12,010 | $350,000 | 0.23% |