NATIONS FINANCIAL GROUP INC, /IA/ /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$883,887
+39.1%
15,792
+43.0%
0.09%
+43.5%
Q2 2023$635,619
+11.9%
11,040
-7.1%
0.06%
-24.4%
Q3 2022$568,000
+17.8%
11,890
+25.6%
0.08%
+26.2%
Q2 2022$482,0009,4640.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Planned Solutions, Inc. 361,814$18,416,00017.21%
Northwest Bancshares, Inc. 1,314,059$66,886,00015.12%
Glassman Wealth Services 1,341,860$68,301,00014.06%
Kelman-Lazarov, Inc. 739,599$37,646,00012.72%
Arlington Financial Advisors, LLC 540,315$27,502,00012.36%
Ashford Advisors, LLC 675,389$34,377,00012.04%
Northland Capital Management LLC 232,770$11,848,00010.89%
McAdam, LLC 1,991,709$101,378,00010.72%
Prairiewood Capital, LLC 263,344$13,404,00010.63%
Charles Schwab Investment Advisory, Inc. 111,841,517$5,692,733,0009.90%
View complete list of SCHWAB STRATEGIC TR shareholders