SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,503 | -4.4% | 9,164 | -1.0% | 0.00% | – |
| Q2 2023 | $396,119 | +11.5% | 9,257 | +3.0% | 0.00% | – |
| Q1 2023 | $355,397 | +37.2% | 8,986 | +28.1% | 0.00% | – |
| Q4 2022 | $259,027 | +0.0% | 7,014 | -6.4% | 0.00% | – |
| Q3 2022 | $259,000 | -12.8% | 7,493 | -8.1% | 0.00% | – |
| Q2 2022 | $297,000 | -39.6% | 8,152 | -27.0% | 0.00% | – |
| Q1 2022 | $492,000 | -35.0% | 11,171 | -31.2% | 0.00% | – |
| Q4 2021 | $757,000 | +50.2% | 16,245 | +37.3% | 0.00% | – |
| Q3 2021 | $504,000 | +22.0% | 11,830 | +22.2% | 0.00% | – |
| Q2 2021 | $413,000 | +25.2% | 9,677 | +15.7% | 0.00% | – |
| Q1 2021 | $330,000 | +36.4% | 8,365 | +29.0% | 0.00% | – |
| Q4 2020 | $242,000 | -10.7% | 6,485 | -20.9% | 0.00% | – |
| Q3 2020 | $271,000 | +29.0% | 8,194 | +18.7% | 0.00% | – |
| Q2 2020 | $210,000 | +1650.0% | 6,901 | +1288.5% | 0.00% | – |
| Q1 2020 | $12,000 | -25.0% | 497 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | +6.7% | 497 | -4.8% | 0.00% | – |
| Q3 2019 | $15,000 | +1400.0% | 522 | +1988.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 25 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 5,332,147 | $199,369,000 | 26.46% |
| WADDELL & ASSOCIATES, LLC | 798,682 | $29,863,000 | 6.83% |
| Element Wealth, LLC | 36,370 | $1,360,000 | 1.26% |
| Parkside Advisors LLC | 89,405 | $3,343,000 | 1.25% |
| Financial Engines Advisors L.L.C. | 7,682,718 | $287,257,000 | 0.98% |
| Kaizen Financial Strategies | 21,485 | $803,000 | 0.89% |
| Everhart Financial Group, Inc. | 19,772 | $739,000 | 0.68% |
| Cedar Brook Financial Partners, LLC | 42,512 | $1,590,000 | 0.56% |
| MADISON WEALTH MANAGEMENT | 56,505 | $2,113,000 | 0.56% |
| Pinion Investment Advisors, LLC | 7,649 | $286,000 | 0.30% |