Avion Wealth - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avion Wealth ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$25
-3.8%
6240.0%0.01%0.0%
Q2 2023$26
+13.0%
6240.0%0.01%
+16.7%
Q1 2023$23
+9.5%
6240.0%0.01%
-14.3%
Q4 2022$21
-99.9%
6240.0%0.01%0.0%
Q3 2022$22,000
-4.3%
6240.0%0.01%0.0%
Q2 2022$23,0006240.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 5,010,884$182,697,00022.34%
WADDELL & ASSOCIATES, LLC 878,574$32,033,0006.52%
Kaizen Financial Strategies 61,597$2,246,0002.22%
Financial Engines Advisors L.L.C. 16,069,928$585,909,0001.78%
Cedar Brook Financial Partners, LLC 101,011$3,683,0001.15%
Parkside Advisors LLC 79,101$2,884,0001.04%
Cassady Schiller Wealth Management, LLC 46,933$1,711,0000.90%
Blueprint Investment Partners LLC 80,759$2,944,0000.79%
Avant Capital LLC 13,121$478,0000.62%
MADISON WEALTH MANAGEMENT 58,668$2,139,0000.52%
View complete list of SCHWAB STRATEGIC TR shareholders