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 2020 | $701,000 | -17.2% | 23,108 | -31.6% | 0.18% | -18.7% |
| Q1 2020 | $847,000 | +94.3% | 33,794 | +144.6% | 0.22% | +104.7% |
| Q4 2019 | $436,000 | +7.1% | 13,816 | -1.0% | 0.11% | +2.9% |
| Q3 2019 | $407,000 | -2.2% | 13,960 | -3.1% | 0.10% | -18.1% |
| Q2 2019 | $416,000 | +14.6% | 14,404 | +10.5% | 0.13% | -4.5% |
| Q1 2019 | $363,000 | – | 13,039 | – | 0.13% | – |
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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% |