Legacy Private Trust Co. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 861 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$457,763
+17.1%
11,300
+9.3%
0.04%
+10.8%
Q3 2022$391,00010,3390.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Filbrandt Wealth Management, LLC 374,051$24,441,00019.47%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 170,384$11,133,00012.93%
Strategic Financial Planning, Inc. 167,381$10,937,00012.18%
MONEYWISE, INC. 213,638$13,959,00011.18%
APPLETON GROUP, LLC 138,536$9,052,00010.90%
Marcum Wealth, LLC 474,002$30,971,0009.53%
Financial Advisors, LLC 244,345$15,965,0008.90%
Mokosak Advisory Group, LLC 202,751$13,254,0008.09%
MARSHALL FINANCIAL GROUP INC /ADV 157,711$10,305,0006.84%
Charles Schwab Investment Advisory, Inc. 40,688,542$2,658,589,0006.70%
View complete list of SCHWAB STRATEGIC TR shareholders