SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,532,516 | -3.5% | 61,320 | 0.0% | 0.53% | +0.2% |
| Q2 2023 | $2,623,883 | +8.1% | 61,320 | -0.1% | 0.53% | +1.1% |
| Q1 2023 | $2,426,788 | +7.1% | 61,360 | 0.0% | 0.52% | +1.5% |
| Q4 2022 | $2,266,025 | +12.1% | 61,360 | +5.0% | 0.52% | +4.2% |
| Q3 2022 | $2,022,000 | -5.5% | 58,430 | -0.4% | 0.50% | -4.4% |
| Q2 2022 | $2,139,000 | -14.0% | 58,668 | +3.8% | 0.52% | -0.8% |
| Q1 2022 | $2,488,000 | -5.5% | 56,505 | 0.0% | 0.52% | -0.8% |
| Q4 2021 | $2,632,000 | +9.3% | 56,505 | 0.0% | 0.53% | +0.2% |
| Q3 2021 | $2,407,000 | -0.2% | 56,505 | 0.0% | 0.53% | -1.1% |
| Q2 2021 | $2,411,000 | +8.3% | 56,505 | 0.0% | 0.53% | -2.4% |
| Q1 2021 | $2,227,000 | +5.4% | 56,505 | 0.0% | 0.54% | -2.2% |
| Q4 2020 | $2,113,000 | +13.4% | 56,505 | 0.0% | 0.56% | -0.4% |
| Q3 2020 | $1,864,000 | +9.5% | 56,505 | +0.8% | 0.56% | -0.2% |
| Q2 2020 | $1,702,000 | +24.0% | 56,080 | +2.4% | 0.56% | +1.6% |
| Q1 2020 | $1,373,000 | +6.6% | 54,780 | +34.3% | 0.55% | +48.9% |
| Q4 2019 | $1,288,000 | – | 40,800 | – | 0.37% | – |
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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% |