CHILTON CAPITAL MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CHILTON CAPITAL MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$43,835
+160.9%
904
+171.5%
0.00%
+100.0%
Q2 2023$16,800
+3.7%
3330.0%0.00%0.0%
Q1 2023$16,208
-4.7%
333
-13.1%
0.00%0.0%
Q2 2022$17,0003830.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
First Pacific Financial 383,983$20,228,00010.72%
Prairiewood Capital, LLC 229,322$12,081,0009.91%
Riverpoint Wealth Management Holdings, LLC 438,059$23,077,0008.10%
MOLLER WEALTH PARTNERS 414,036$21,811,0007.21%
Arlington Financial Advisors, LLC 318,540$16,781,0006.57%
WADDELL & ASSOCIATES, LLC 717,618$37,804,0006.44%
Charles Schwab Investment Advisory, Inc. 60,744,644$3,200,028,0005.35%
Clarius Group, LLC 973,916$51,306,0004.60%
JANICZEK WEALTH MANAGEMENT, LLC 241,749$12,735,0004.50%
Resonant Capital Advisors, LLC 340,399$17,932,0003.12%
View complete list of SCHWAB STRATEGIC TR shareholders