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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,563,000 | +1024.1% | 58,202 | +985.9% | 0.92% | +958.6% |
| Q3 2021 | $228,000 | -49.2% | 5,360 | -49.1% | 0.09% | -51.1% |
| Q2 2021 | $449,000 | +4.7% | 10,521 | -3.2% | 0.18% | -10.6% |
| Q1 2021 | $429,000 | +4.4% | 10,872 | -1.2% | 0.20% | -22.0% |
| Q4 2020 | $411,000 | +9.0% | 11,003 | -3.7% | 0.26% | -10.8% |
| Q3 2020 | $377,000 | +3.3% | 11,430 | -5.0% | 0.29% | -3.4% |
| Q2 2020 | $365,000 | +14.1% | 12,033 | -5.6% | 0.30% | +25.4% |
| Q1 2020 | $320,000 | -30.6% | 12,746 | -12.7% | 0.24% | +30.4% |
| Q4 2019 | $461,000 | +4.8% | 14,603 | -3.3% | 0.18% | -6.2% |
| Q3 2019 | $440,000 | +7.3% | 15,099 | +6.3% | 0.19% | +4.9% |
| Q2 2019 | $410,000 | -0.7% | 14,198 | -4.2% | 0.18% | -8.0% |
| Q1 2019 | $413,000 | +63.2% | 14,826 | +43.6% | 0.20% | +46.0% |
| Q4 2018 | $253,000 | – | 10,323 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
| WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
| Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
| Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
| Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
| Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
| Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
| Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
| Avant Capital LLC | 13,121 | $478,000 | 0.62% |
| MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |