SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $633,086 | -4.4% | 15,329 | -1.0% | 0.05% | -3.8% |
| Q2 2023 | $662,371 | +7.8% | 15,480 | -0.4% | 0.05% | +1.9% |
| Q1 2023 | $614,528 | +107335.0% | 15,538 | +0.2% | 0.05% | -1.9% |
| Q4 2022 | $572 | -99.9% | 15,501 | +0.9% | 0.05% | -3.6% |
| Q3 2022 | $532,000 | -5.3% | 15,359 | -0.4% | 0.06% | +10.0% |
| Q2 2022 | $562,000 | -21.9% | 15,419 | -5.8% | 0.05% | -13.8% |
| Q1 2022 | $720,000 | -3.5% | 16,364 | +2.1% | 0.06% | -4.9% |
| Q4 2021 | $746,000 | +8.1% | 16,026 | -1.0% | 0.06% | -14.1% |
| Q3 2021 | $690,000 | -12.2% | 16,187 | -12.2% | 0.07% | -10.1% |
| Q2 2021 | $786,000 | +84.1% | 18,436 | +70.1% | 0.08% | +75.6% |
| Q1 2021 | $427,000 | – | 10,839 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,613,125 | $355,722,073 | 31.09% |
| WADDELL & ASSOCIATES, LLC | 981,993 | $40,556,315 | 5.93% |
| ARMSTRONG ADVISORY GROUP, INC | 1,225,565 | $50,615,851 | 5.52% |
| Financial Engines Advisors L.L.C. | 24,787,431 | $1,023,720,894 | 2.69% |
| Cassady Schiller Wealth Management, LLC | 45,328 | $1,872,042 | 1.04% |
| Cedar Brook Financial Partners, LLC | 95,448 | $3,942,001 | 1.03% |
| Parkside Advisors LLC | 64,300 | $2,655,586 | 0.82% |
| Kaizen Financial Strategies | 21,528 | $889,106 | 0.75% |
| Avant Capital LLC | 13,843 | $571,710 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,532,516 | 0.53% |