SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |