SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 88 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $636,722 | -3.5% | 15,417 | 0.0% | 0.27% | -1.1% |
| Q2 2023 | $659,693 | +8.2% | 15,417 | 0.0% | 0.27% | -0.4% |
| Q1 2023 | $609,742 | +7.1% | 15,417 | 0.0% | 0.27% | -4.2% |
| Q4 2022 | $569,350 | -12.7% | 15,417 | -18.2% | 0.29% | -20.8% |
| Q3 2022 | $652,000 | -5.1% | 18,839 | 0.0% | 0.36% | -13.6% |
| Q2 2022 | $687,000 | +1.2% | 18,839 | +22.2% | 0.42% | +6.6% |
| Q1 2022 | $679,000 | -5.4% | 15,417 | 0.0% | 0.39% | -9.5% |
| Q4 2021 | $718,000 | +9.3% | 15,417 | 0.0% | 0.43% | -3.8% |
| Q3 2021 | $657,000 | -0.2% | 15,417 | -0.0% | 0.45% | -0.7% |
| Q2 2021 | $658,000 | -12.5% | 15,422 | -19.1% | 0.45% | -31.4% |
| Q1 2021 | $752,000 | +1.8% | 19,053 | -3.6% | 0.66% | -3.2% |
| Q4 2020 | $739,000 | – | 19,772 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 8,662,174 | $370,654,405 | 31.37% |
| WADDELL & ASSOCIATES, LLC | 973,311 | $41,647,968 | 6.12% |
| ARMSTRONG ADVISORY GROUP, INC | 1,202,379 | $51,449,793 | 5.46% |
| Financial Engines Advisors L.L.C. | 23,996,209 | $1,026,797,802 | 2.60% |
| Cedar Brook Financial Partners, LLC | 94,180 | $4,029,965 | 0.96% |
| Cassady Schiller Wealth Management, LLC | 41,240 | $1,764,655 | 0.96% |
| Parkside Advisors LLC | 64,300 | $2,751,393 | 0.85% |
| Kaizen Financial Strategies | 22,353 | $964,085 | 0.82% |
| Avant Capital LLC | 13,700 | $586,217 | 0.65% |
| MADISON WEALTH MANAGEMENT | 61,320 | $2,623,883 | 0.53% |