SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 77 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,270,938 | +6.5% | 24,287 | +3.1% | 0.00% | – |
Q1 2024 | $1,193,130 | +2436.4% | 23,547 | +2206.3% | 0.00% | – |
Q4 2023 | $47,040 | +47.1% | 1,021 | +31.9% | 0.00% | – |
Q3 2023 | $31,977 | +0.3% | 774 | +3.9% | 0.00% | – |
Q2 2023 | $31,886 | -69.7% | 745 | -72.0% | 0.00% | – |
Q1 2023 | $105,296 | +71.1% | 2,662 | +59.8% | 0.00% | – |
Q4 2022 | $61,532 | +4.3% | 1,666 | -1.8% | 0.00% | – |
Q3 2022 | $59,000 | -6.3% | 1,697 | -2.5% | 0.00% | – |
Q2 2022 | $63,000 | -39.4% | 1,741 | -26.5% | 0.00% | – |
Q1 2022 | $104,000 | 0.0% | 2,369 | +5.9% | 0.00% | – |
Q4 2021 | $104,000 | +9.5% | 2,237 | -0.0% | 0.00% | – |
Q3 2021 | $95,000 | -1.0% | 2,238 | -0.6% | 0.00% | – |
Q2 2021 | $96,000 | +134.1% | 2,252 | +118.2% | 0.00% | – |
Q1 2021 | $41,000 | -2.4% | 1,032 | -8.9% | 0.00% | – |
Q4 2020 | $42,000 | +55.6% | 1,133 | +36.3% | 0.00% | – |
Q3 2020 | $27,000 | +440.0% | 831 | +295.7% | 0.00% | – |
Q1 2020 | $5,000 | -68.8% | 210 | -58.0% | 0.00% | – |
Q4 2019 | $16,000 | +77.8% | 500 | +55.3% | 0.00% | – |
Q3 2019 | $9,000 | – | 322 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 5,778,341 | $168,497,000 | 27.58% |
WADDELL & ASSOCIATES, LLC | 768,414 | $22,407,000 | 7.02% |
Clearshares LLC | 135,064 | $3,938,000 | 3.86% |
Apollon Wealth Management, LLC | 76,685 | $2,236,000 | 2.34% |
Pinion Investment Advisors, LLC | 10,966 | $320,000 | 0.66% |
Omega Financial Group, LLC | 29,877 | $871,000 | 0.61% |
Prime Capital Investment Advisors, LLC | 132,615 | $3,867,000 | 0.60% |
COLONY GROUP LLC | 420,952 | $12,275,000 | 0.39% |
HBK Sorce Advisory LLC | 137,668 | $4,014,000 | 0.38% |
Aspen Investment Management Inc | 12,010 | $350,000 | 0.23% |