PARK AVENUE SECURITIES LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
PARK AVENUE SECURITIES LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$320
-3.9%
11,944
-6.7%
0.01%
-16.7%
Q1 2023$333
-99.9%
12,797
+3.9%
0.01%
+20.0%
Q4 2022$305,000
-99.9%
12,322
+10.8%
0.01%0.0%
Q3 2022$261,000,000
+108198.8%
11,122
+19.9%
0.01%0.0%
Q2 2022$241,000
-16.3%
9,279
-6.7%
0.01%0.0%
Q1 2022$288,000
-99.9%
9,941
-1.2%
0.01%
-16.7%
Q4 2021$312,000,000
+105662.7%
10,061
+9.9%
0.01%0.0%
Q3 2021$295,000
+3.1%
9,155
+3.4%
0.01%0.0%
Q2 2021$286,000
+6.3%
8,857
+1.1%
0.01%
-14.3%
Q1 2021$269,000
-2.9%
8,757
-10.7%
0.01%
-12.5%
Q4 2020$277,000
+18.4%
9,801
-0.7%
0.01%0.0%
Q3 2020$234,000
+2.2%
9,875
+0.7%
0.01%
-11.1%
Q2 2020$229,000
-14.2%
9,803
+9.6%
0.01%
-18.2%
Q4 2019$267,000
-13.3%
8,947
-20.5%
0.01%
-26.7%
Q3 2019$308,000
-14.7%
11,257
-11.7%
0.02%
-25.0%
Q1 2019$361,000–12,748–0.02%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 536,533$14,067,8868.40%
Unison Advisors LLC 2,586,657$67,822,1627.98%
Arlington Financial Advisors, LLC 689,785$18,086,1636.41%
Charles Schwab Investment Advisory, Inc. 119,755,020$3,139,976,6134.96%
RHS Financial, LLC 251,241$6,587,5404.61%
Sebold Capital Management, Inc. 197,387$5,175,4984.23%
Pinnacle Wealth Management, LLC 124,218$3,256,9963.95%
Seven Springs Wealth Group, LLC 306,810$8,044,5593.86%
Prairiewood Capital, LLC 206,255$5,407,9993.51%
Kelman-Lazarov, Inc. 524,250$13,745,8353.25%
View complete list of SCHWAB STRATEGIC TR shareholders