SMI Advisory Services, 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
SMI Advisory Services, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$513,313
+20.1%
12,115
+4.7%
0.19%
+30.8%
Q1 2023$427,428
+6.7%
11,5740.0%0.14%
+10.0%
Q4 2022$400,576
-0.1%
11,5740.0%0.13%0.0%
Q3 2022$401,00011,5740.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 5,332,147$199,369,00026.46%
WADDELL & ASSOCIATES, LLC 798,682$29,863,0006.83%
Element Wealth, LLC 36,370$1,360,0001.26%
Parkside Advisors LLC 89,405$3,343,0001.25%
Financial Engines Advisors L.L.C. 7,682,718$287,257,0000.98%
Kaizen Financial Strategies 21,485$803,0000.89%
Everhart Financial Group, Inc. 19,772$739,0000.68%
Cedar Brook Financial Partners, LLC 42,512$1,590,0000.56%
MADISON WEALTH MANAGEMENT 56,505$2,113,0000.56%
Pinion Investment Advisors, LLC 7,649$286,0000.30%
View complete list of SCHWAB STRATEGIC TR shareholders