SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 74 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $36,846 | -28.9% | 851 | -29.6% | 0.00% | – |
Q2 2023 | $51,794 | +75.7% | 1,209 | +61.0% | 0.00% | – |
Q4 2022 | $29,482 | -34.5% | 751 | -37.0% | 0.00% | – |
Q3 2022 | $45,000 | -53.1% | 1,193 | -53.3% | 0.00% | – |
Q2 2022 | $96,000 | +357.1% | 2,555 | +457.9% | 0.00% | – |
Q1 2022 | $21,000 | 0.0% | 458 | 0.0% | 0.00% | – |
Q4 2021 | $21,000 | 0.0% | 458 | 0.0% | 0.00% | – |
Q3 2021 | $21,000 | +5.0% | 458 | 0.0% | 0.00% | – |
Q2 2021 | $20,000 | +5.3% | 458 | 0.0% | 0.00% | – |
Q1 2021 | $19,000 | +11.8% | 458 | 0.0% | 0.00% | – |
Q4 2020 | $17,000 | +13.3% | 458 | 0.0% | 0.00% | – |
Q3 2020 | $15,000 | +7.1% | 458 | 0.0% | 0.00% | – |
Q2 2020 | $14,000 | -26.3% | 458 | -42.4% | 0.00% | – |
Q1 2020 | $19,000 | -24.0% | 795 | 0.0% | 0.00% | – |
Q4 2019 | $25,000 | +8.7% | 795 | 0.0% | 0.00% | – |
Q3 2019 | $23,000 | – | 795 | – | 0.00% | – |
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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% |