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 | 4,805,853 | $211,602,000 | 25.25% |
| WADDELL & ASSOCIATES, LLC | 881,001 | $38,790,000 | 6.23% |
| Kaizen Financial Strategies | 62,928 | $2,771,000 | 2.17% |
| Financial Engines Advisors L.L.C. | 14,953,523 | $658,403,000 | 1.76% |
| Parkside Advisors LLC | 79,052 | $3,481,000 | 1.10% |
| Cedar Brook Financial Partners, LLC | 96,346 | $4,242,000 | 1.10% |
| Cassady Schiller Wealth Management, LLC | 46,348 | $2,041,000 | 0.98% |
| MANCHESTER FINANCIAL INC | 58,202 | $2,563,000 | 0.92% |
| Blueprint Investment Partners LLC | 78,903 | $3,474,000 | 0.89% |
| Avant Capital LLC | 13,090 | $576,000 | 0.64% |