Annapolis Financial Services, LLC - SCHWAB STRATEGIC TR ownership

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
Annapolis Financial Services, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$5,0000.0%1130.0%0.00%0.0%
Q2 2021$5,000
-44.4%
113
-49.8%
0.00%
-33.3%
Q1 2021$9,000
+12.5%
2250.0%0.00%0.0%
Q4 2020$8,0002250.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 3,719,104$91,193,00020.06%
WADDELL & ASSOCIATES, LLC 732,793$17,968,0008.33%
Strid Group, LLC 119,385$2,928,0001.20%
Omega Financial Group, LLC 38,467$943,0000.83%
COLONY GROUP LLC 442,886$10,860,0000.53%
HBK Sorce Advisory LLC 142,227$3,487,0000.40%
Kalos Management, Inc. 23,908$715,0000.35%
Aspen Investment Management Inc 13,202$324,0000.26%
Avantax Planning Partners, Inc. 138,465$3,395,0000.26%
Burleson & Company, LLC 17,435$477,0000.25%
View complete list of SCHWAB STRATEGIC TR shareholders