Lafayette Investments - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lafayette Investments ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$205,598
-3.9%
4,2400.0%0.06%0.0%
Q2 2023$213,908
+3.7%
4,2400.0%0.06%
-1.8%
Q1 2023$206,3614,2400.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 310,740$14,061,00011.15%
WADDELL & ASSOCIATES, LLC 1,133,136$51,274,00010.44%
Riverpoint Wealth Management Holdings, LLC 466,214$21,096,0008.49%
First Pacific Financial 386,401$17,485,0008.21%
MOLLER WEALTH PARTNERS 467,101$21,136,0007.17%
Arlington Financial Advisors, LLC 322,936$14,613,0006.57%
Charles Schwab Investment Advisory, Inc. 82,701,986$3,742,265,0006.50%
Shore Point Advisors, LLC 130,889$5,923,0005.54%
Clarius Group, LLC 1,033,994$46,788,0004.67%
Rainsberger Wealth Advisors, Inc. 114,215$5,168,0003.78%
View complete list of SCHWAB STRATEGIC TR shareholders