JOHNSON INVESTMENT COUNSEL 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 Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
JOHNSON INVESTMENT COUNSEL INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$435,387
+4.3%
10,542
+8.1%
0.01%
+20.0%
Q2 2023$417,2579,7510.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 8,357,876$308,656,36329.52%
WADDELL & ASSOCIATES, LLC 969,320$35,796,9775.99%
Kaizen Financial Strategies 65,688$2,532,2722.50%
Financial Engines Advisors L.L.C. 21,306,259$786,840,1482.25%
Cassady Schiller Wealth Management, LLC 53,850$1,988,6641.22%
Parkside Advisors LLC 79,101$2,921,1961.02%
Cedar Brook Financial Partners, LLC 92,986$3,433,9640.97%
Red Door Wealth Management, LLC 74,723$2,759,5200.91%
Blueprint Investment Partners LLC 80,759$2,982,4300.63%
Avant Capital LLC 12,977$479,2290.59%
View complete list of SCHWAB STRATEGIC TR shareholders