WESTERN FINANCIAL Corp - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WESTERN FINANCIAL Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$211,000
-14.6%
7,456
-2.5%
0.15%
+4.9%
Q1 2022$247,000
-6.1%
7,648
-5.3%
0.14%
+3.6%
Q4 2021$263,000
+2.3%
8,078
+3.2%
0.14%
-9.2%
Q3 2021$257,000
+7.5%
7,828
+9.0%
0.15%
+17.8%
Q2 2021$239,0007,1800.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
BRR OpCo, LLC 2,911,484$93,866,0009.98%
Von Berge Wealth Management Group, LLC 283,017$9,006,0008.21%
Red Tortoise LLC 317,460$10,235,0007.74%
Your Advocates Ltd., LLP 394,957$12,733,0007.23%
Lee Financial Co 1,246,766$40,196,0007.19%
MFA WEALTH ADVISORS, LLC 693,362$22,350,0007.13%
Prairiewood Capital, LLC 312,583$10,078,0007.05%
PRW Wealth Management LLC 490,823$15,824,0007.02%
Arlington Financial Advisors, LLC 536,793$17,306,0006.56%
Opes Wealth Management LLC 623,520$20,102,0006.54%
View complete list of SCHWAB STRATEGIC TR shareholders