Newbridge Financial Services Group, Inc. - 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
Newbridge Financial Services Group, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$7,608
+8.7%
2060.0%0.00%0.0%
Q3 2022$7,000
-12.5%
2060.0%0.00%
-20.0%
Q2 2022$8,000
-11.1%
2060.0%0.01%
+25.0%
Q1 2022$9,000
-10.0%
2060.0%0.00%
-20.0%
Q4 2021$10,000
+11.1%
2060.0%0.01%
-16.7%
Q3 2021$9,0000.0%2060.0%0.01%0.0%
Q2 2021$9,000
+12.5%
2060.0%0.01%0.0%
Q1 2021$8,0000.0%2060.0%0.01%
-14.3%
Q4 2020$8,0002060.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 4,805,853$211,602,00025.25%
WADDELL & ASSOCIATES, LLC 881,001$38,790,0006.23%
Kaizen Financial Strategies 62,928$2,771,0002.17%
Financial Engines Advisors L.L.C. 14,953,523$658,403,0001.76%
Parkside Advisors LLC 79,052$3,481,0001.10%
Cedar Brook Financial Partners, LLC 96,346$4,242,0001.10%
Cassady Schiller Wealth Management, LLC 46,348$2,041,0000.98%
MANCHESTER FINANCIAL INC 58,202$2,563,0000.92%
Blueprint Investment Partners LLC 78,903$3,474,0000.89%
Avant Capital LLC 13,090$576,0000.64%
View complete list of SCHWAB STRATEGIC TR shareholders