SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $35,000 | -12.5% | 881 | -18.3% | 0.02% | -18.2% |
| Q4 2020 | $40,000 | +11.1% | 1,078 | 0.0% | 0.02% | -4.3% |
| Q3 2020 | $36,000 | +9.1% | 1,078 | 0.0% | 0.02% | +9.5% |
| Q2 2020 | $33,000 | +22.2% | 1,078 | 0.0% | 0.02% | +5.0% |
| Q1 2020 | $27,000 | -12.9% | 1,078 | +9.6% | 0.02% | 0.0% |
| Q4 2019 | $31,000 | +6.9% | 984 | 0.0% | 0.02% | +5.3% |
| Q3 2019 | $29,000 | +7.4% | 984 | +5.0% | 0.02% | +5.6% |
| Q2 2019 | $27,000 | +3.8% | 937 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $26,000 | +13.0% | 937 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $23,000 | -25.8% | 937 | -14.4% | 0.02% | -21.7% |
| Q3 2018 | $31,000 | – | 1,095 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |