SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,942,001 | -2.2% | 95,448 | +1.3% | 1.03% | +7.2% |
| Q2 2023 | $4,029,965 | +8.5% | 94,180 | +0.3% | 0.96% | +0.5% |
| Q1 2023 | $3,713,956 | +8.2% | 93,905 | +1.0% | 0.95% | -1.3% |
| Q4 2022 | $3,433,964 | -9.4% | 92,986 | -15.1% | 0.97% | -20.7% |
| Q3 2022 | $3,791,680 | +3.0% | 109,554 | +8.5% | 1.22% | +5.7% |
| Q2 2022 | $3,683,000 | -13.2% | 101,011 | +4.8% | 1.15% | +4.7% |
| Q1 2022 | $4,242,000 | -0.3% | 96,346 | +5.5% | 1.10% | +0.9% |
| Q4 2021 | $4,255,000 | +58.7% | 91,355 | +45.1% | 1.09% | +35.5% |
| Q3 2021 | $2,682,000 | -15.8% | 62,955 | -15.7% | 0.80% | -12.5% |
| Q2 2021 | $3,185,000 | +43.8% | 74,653 | +32.8% | 0.92% | +19.9% |
| Q1 2021 | $2,215,000 | +39.3% | 56,200 | +32.2% | 0.77% | +36.2% |
| Q4 2020 | $1,590,000 | +21.1% | 42,512 | +6.7% | 0.56% | +9.3% |
| Q3 2020 | $1,313,000 | +10.2% | 39,826 | +1.4% | 0.52% | -3.0% |
| Q2 2020 | $1,192,000 | -16.1% | 39,262 | -30.7% | 0.53% | -32.7% |
| Q1 2020 | $1,420,000 | +73.2% | 56,636 | +117.9% | 0.79% | +126.7% |
| Q4 2019 | $820,000 | +153.9% | 25,987 | +135.0% | 0.35% | +145.1% |
| Q3 2019 | $323,000 | – | 11,060 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |