Goodwin Investment Advisory - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$18,449,000
+83759.1%
5060.0%0.01%
-6.7%
Q1 2022$22,000
-8.3%
5060.0%0.02%
-16.7%
Q4 2021$24,000
+9.1%
5060.0%0.02%
-14.3%
Q3 2021$22,0000.0%5060.0%0.02%
-12.5%
Q2 2021$22,0005060.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 8,662,174$370,654,40531.37%
WADDELL & ASSOCIATES, LLC 973,311$41,647,9686.12%
ARMSTRONG ADVISORY GROUP, INC 1,202,379$51,449,7935.46%
Financial Engines Advisors L.L.C. 23,996,209$1,026,797,8022.60%
Cedar Brook Financial Partners, LLC 94,180$4,029,9650.96%
Cassady Schiller Wealth Management, LLC 41,240$1,764,6550.96%
Parkside Advisors LLC 64,300$2,751,3930.85%
Kaizen Financial Strategies 22,353$964,0850.82%
Avant Capital LLC 13,700$586,2170.65%
MADISON WEALTH MANAGEMENT 61,320$2,623,8830.53%
View complete list of SCHWAB STRATEGIC TR shareholders