SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 77 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 5,332,147 | $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% |