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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $21,395 | +8.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,775 | +7.1% | 500 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $18,465 | +8.6% | 500 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $17,000 | -5.6% | 500 | 0.0% | 0.01% | +8.3% |
| Q2 2022 | $18,000 | -18.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 500 | 0.0% | 0.01% | +50.0% |
| Q4 2021 | $23,000 | +9.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 500 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $20,000 | +5.3% | 500 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $19,000 | +18.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 500 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $15,000 | +15.4% | 500 | 0.0% | 0.01% | -18.2% |
| Q1 2020 | $13,000 | – | 500 | – | 0.01% | – |
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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% |