Clearstead Advisors, LLC - 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
Clearstead Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$15,569
+3.8%
422
+0.5%
0.00%0.0%
Q3 2022$15,0000.0%420
+0.5%
0.00%0.0%
Q2 2022$15,000
-16.7%
418
+0.5%
0.00%0.0%
Q1 2022$18,0004160.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 3,719,104$91,193,00020.06%
WADDELL & ASSOCIATES, LLC 732,793$17,968,0008.33%
Strid Group, LLC 119,385$2,928,0001.20%
Omega Financial Group, LLC 38,467$943,0000.83%
COLONY GROUP LLC 442,886$10,860,0000.53%
HBK Sorce Advisory LLC 142,227$3,487,0000.40%
Kalos Management, Inc. 23,908$715,0000.35%
Aspen Investment Management Inc 13,202$324,0000.26%
Avantax Planning Partners, Inc. 138,465$3,395,0000.26%
Burleson & Company, LLC 17,435$477,0000.25%
View complete list of SCHWAB STRATEGIC TR shareholders