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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,404,073 | -8.5% | 58,210 | -5.2% | 0.00% | 0.0% |
Q2 2023 | $2,627,220 | +16.3% | 61,398 | +7.5% | 0.00% | 0.0% |
Q1 2023 | $2,258,779 | +101.7% | 57,112 | +88.3% | 0.00% | +100.0% |
Q4 2022 | $1,120,087 | +27.4% | 30,330 | +19.4% | 0.00% | 0.0% |
Q3 2022 | $879,000 | +2.8% | 25,402 | +8.3% | 0.00% | 0.0% |
Q2 2022 | $855,000 | -23.7% | 23,466 | -7.8% | 0.00% | 0.0% |
Q1 2022 | $1,121,000 | +1.8% | 25,445 | +7.7% | 0.00% | 0.0% |
Q4 2021 | $1,101,000 | +13.4% | 23,631 | +3.7% | 0.00% | 0.0% |
Q3 2021 | $971,000 | -1.0% | 22,791 | -0.9% | 0.00% | 0.0% |
Q2 2021 | $981,000 | +8.3% | 22,989 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $906,000 | +5.3% | 22,989 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $860,000 | +14.4% | 22,989 | +0.7% | 0.00% | 0.0% |
Q3 2020 | $752,000 | +22.9% | 22,820 | +13.3% | 0.00% | 0.0% |
Q2 2020 | $612,000 | +3980.0% | 20,149 | +3230.4% | 0.00% | – |
Q1 2020 | $15,000 | +114.3% | 605 | +152.1% | 0.00% | – |
Q3 2019 | $7,000 | -22.2% | 240 | -26.6% | 0.00% | – |
Q2 2019 | $9,000 | – | 327 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 3,719,104 | $91,193,000 | 20.06% |
WADDELL & ASSOCIATES, LLC | 732,793 | $17,968,000 | 8.33% |
Strid Group, LLC | 119,385 | $2,928,000 | 1.20% |
Omega Financial Group, LLC | 38,467 | $943,000 | 0.83% |
COLONY GROUP LLC | 442,886 | $10,860,000 | 0.53% |
HBK Sorce Advisory LLC | 142,227 | $3,487,000 | 0.40% |
Kalos Management, Inc. | 23,908 | $715,000 | 0.35% |
Aspen Investment Management Inc | 13,202 | $324,000 | 0.26% |
Avantax Planning Partners, Inc. | 138,465 | $3,395,000 | 0.26% |
Burleson & Company, LLC | 17,435 | $477,000 | 0.25% |