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 | $1,972 | +7.2% | 37,693 | +3.9% | 0.01% | 0.0% |
Q1 2024 | $1,839 | +11.2% | 36,292 | +1.0% | 0.01% | 0.0% |
Q4 2023 | $1,654 | +14.8% | 35,918 | +3.0% | 0.01% | 0.0% |
Q3 2023 | $1,441 | -2.6% | 34,887 | +0.9% | 0.01% | 0.0% |
Q2 2023 | $1,480 | +5.7% | 34,592 | -2.3% | 0.01% | -20.0% |
Q1 2023 | $1,400 | +7.2% | 35,392 | +0.1% | 0.01% | +11.1% |
Q4 2022 | $1,306 | -99.9% | 35,363 | +0.7% | 0.01% | 0.0% |
Q3 2022 | $1,215,000 | -23.1% | 35,120 | -19.0% | 0.01% | -25.0% |
Q2 2022 | $1,581,000 | -39.2% | 43,371 | -26.6% | 0.01% | -33.3% |
Q1 2022 | $2,601,000 | -6.7% | 59,084 | -1.3% | 0.02% | -10.0% |
Q4 2021 | $2,788,000 | +6.2% | 59,844 | -2.9% | 0.02% | -4.8% |
Q3 2021 | $2,625,000 | +0.4% | 61,610 | +0.5% | 0.02% | -4.5% |
Q2 2021 | $2,614,000 | -0.4% | 61,285 | -8.0% | 0.02% | -12.0% |
Q1 2021 | $2,625,000 | +4.5% | 66,588 | -0.9% | 0.02% | -7.4% |
Q4 2020 | $2,513,000 | +11.5% | 67,201 | -1.6% | 0.03% | -3.6% |
Q3 2020 | $2,253,000 | +14.2% | 68,319 | +5.1% | 0.03% | +7.7% |
Q2 2020 | $1,972,000 | -86.7% | 64,985 | -89.0% | 0.03% | -89.8% |
Q1 2020 | $14,781,000 | +859.2% | 589,585 | +1108.2% | 0.25% | +1054.5% |
Q4 2019 | $1,541,000 | +23.1% | 48,800 | +13.7% | 0.02% | +10.0% |
Q3 2019 | $1,252,000 | -62.1% | 42,926 | -62.4% | 0.02% | -57.4% |
Q2 2019 | $3,301,000 | +12.5% | 114,314 | +8.4% | 0.05% | +4.4% |
Q1 2019 | $2,934,000 | +76.7% | 105,438 | +55.7% | 0.04% | +50.0% |
Q4 2018 | $1,660,000 | +67.2% | 67,711 | +95.2% | 0.03% | +76.5% |
Q3 2018 | $993,000 | – | 34,680 | – | 0.02% | – |
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% |