SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 93 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $516 | +2.4% | 9,825 | -1.2% | 0.03% | -3.4% |
Q1 2024 | $504 | +9.6% | 9,945 | -0.5% | 0.03% | 0.0% |
Q4 2023 | $460 | +11.4% | 9,990 | 0.0% | 0.03% | 0.0% |
Q3 2023 | $413 | -22.5% | 9,990 | -19.7% | 0.03% | -19.4% |
Q2 2023 | $533 | -21.5% | 12,445 | -27.5% | 0.04% | -25.0% |
Q1 2023 | $679 | +2.9% | 17,170 | -4.0% | 0.05% | -4.0% |
Q4 2022 | $660 | -99.9% | 17,885 | +9.9% | 0.05% | +11.1% |
Q3 2022 | $563,000 | -14.7% | 16,280 | -10.1% | 0.04% | -11.8% |
Q2 2022 | $660,000 | -52.2% | 18,110 | -42.3% | 0.05% | -46.3% |
Q1 2022 | $1,382,000 | +8.3% | 31,390 | +14.6% | 0.10% | +11.8% |
Q4 2021 | $1,276,000 | +27.6% | 27,390 | +16.6% | 0.08% | +14.9% |
Q3 2021 | $1,000,000 | +68.6% | 23,485 | +56.2% | 0.07% | +54.2% |
Q2 2021 | $593,000 | 0.0% | 15,040 | 0.0% | 0.05% | 0.0% |
Q1 2021 | $593,000 | +20.5% | 15,040 | +14.2% | 0.05% | +11.6% |
Q4 2020 | $492,000 | +17.7% | 13,165 | +3.9% | 0.04% | +19.4% |
Q3 2020 | $418,000 | +38.0% | 12,665 | +26.7% | 0.04% | +24.1% |
Q2 2020 | $303,000 | +20.7% | 9,995 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $251,000 | -22.5% | 9,995 | -2.7% | 0.03% | -3.3% |
Q4 2019 | $324,000 | +32.8% | 10,270 | +22.6% | 0.03% | +20.0% |
Q3 2019 | $244,000 | – | 8,380 | – | 0.02% | – |
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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% |