SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |