ZWJ 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
ZWJ INVESTMENT COUNSEL INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$201,000
-6.5%
4,701
-13.8%
0.01%
-7.7%
Q1 2021$215,000
+5.4%
5,4510.0%0.01%
-7.1%
Q4 2020$204,0005,4510.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 5,332,147$199,369,00026.46%
WADDELL & ASSOCIATES, LLC 798,682$29,863,0006.83%
Element Wealth, LLC 36,370$1,360,0001.26%
Parkside Advisors LLC 89,405$3,343,0001.25%
Financial Engines Advisors L.L.C. 7,682,718$287,257,0000.98%
Kaizen Financial Strategies 21,485$803,0000.89%
Everhart Financial Group, Inc. 19,772$739,0000.68%
Cedar Brook Financial Partners, LLC 42,512$1,590,0000.56%
MADISON WEALTH MANAGEMENT 56,505$2,113,0000.56%
Pinion Investment Advisors, LLC 7,649$286,0000.30%
View complete list of SCHWAB STRATEGIC TR shareholders