Capital Analysts, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 118 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$10
-9.1%
248
+0.4%
0.00%0.0%
Q2 2023$11
+10.0%
247
+0.4%
0.00%0.0%
Q1 2023$10
+11.1%
246
+0.4%
0.00%0.0%
Q4 2022$9
-99.9%
245
+0.4%
0.00%0.0%
Q3 2022$8,0002440.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 8,613,125$355,722,07331.09%
WADDELL & ASSOCIATES, LLC 981,993$40,556,3155.93%
ARMSTRONG ADVISORY GROUP, INC 1,225,565$50,615,8515.52%
Financial Engines Advisors L.L.C. 24,787,431$1,023,720,8942.69%
Cassady Schiller Wealth Management, LLC 45,328$1,872,0421.04%
Cedar Brook Financial Partners, LLC 95,448$3,942,0011.03%
Parkside Advisors LLC 64,300$2,655,5860.82%
Kaizen Financial Strategies 21,528$889,1060.75%
Avant Capital LLC 13,843$571,7100.65%
MADISON WEALTH MANAGEMENT 61,320$2,532,5160.53%
View complete list of SCHWAB STRATEGIC TR shareholders