PATTEN & PATTEN INC/TN - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$375,490
-0.6%
5,6060.0%0.03%
-3.7%
Q1 2024$377,788
-5.7%
5,606
-13.3%
0.03%
-18.2%
Q4 2023$400,690
+36.6%
6,469
+23.4%
0.03%
+26.9%
Q3 2023$293,3395,2410.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2024
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 786,684$46,021,00015.31%
Planned Solutions, Inc. 351,376$20,556,00014.34%
Glassman Wealth Services 1,327,730$77,672,00014.16%
Northwest Bancshares, Inc. 1,253,979$73,358,00014.10%
Northland Capital Management LLC 213,616$12,497,00012.42%
Arlington Financial Advisors, LLC 528,512$30,918,00011.71%
McAdam, LLC 2,074,951$121,385,00011.48%
Prairiewood Capital, LLC 259,467$15,179,00010.62%
BMS Financial Advisors, LLC 262,420$15,352,0009.76%
Ashford Advisors, LLC 492,288$28,799,0009.46%
View complete list of SCHWAB STRATEGIC TR shareholders