Index Fund Advisors, Inc. - 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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Index Fund Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$242,000
-5.1%
7,0000.0%0.02%0.0%
Q2 2022$255,000
-58.6%
7,000
-50.0%
0.02%
-54.8%
Q1 2022$616,000
+89.0%
14,000
+100.0%
0.04%
+82.6%
Q4 2021$326,0007,0000.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
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