WESPAC Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$453,390
+16.3%
10,595
+19.5%
0.36%
-14.0%
Q1 2022$390,0008,8650.42%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 4,805,853$211,602,00025.25%
WADDELL & ASSOCIATES, LLC 881,001$38,790,0006.23%
Kaizen Financial Strategies 62,928$2,771,0002.17%
Financial Engines Advisors L.L.C. 14,953,523$658,403,0001.76%
Parkside Advisors LLC 79,052$3,481,0001.10%
Cedar Brook Financial Partners, LLC 96,346$4,242,0001.10%
Cassady Schiller Wealth Management, LLC 46,348$2,041,0000.98%
MANCHESTER FINANCIAL INC 58,202$2,563,0000.92%
Blueprint Investment Partners LLC 78,903$3,474,0000.89%
Avant Capital LLC 13,090$576,0000.64%
View complete list of SCHWAB STRATEGIC TR shareholders