Lafayette Investments - 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
Lafayette Investments ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$320,261
-2.8%
5,7220.0%0.09%0.0%
Q2 2023$329,416
+4.8%
5,7220.0%0.09%0.0%
Q1 2023$314,253
+0.5%
5,722
-2.2%
0.09%
-1.1%
Q4 2022$312,731
+12.1%
5,8520.0%0.09%
+2.3%
Q3 2022$279,0005,8520.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 611,449$35,201,08226.64%
Northwest Bancshares, Inc. 2,058,979$118,535,42121.43%
RESTON WEALTH MANAGEMENT LLC 601,567$34,632,20916.48%
Glassman Wealth Services 1,431,996$82,440,03713.29%
Prairiewood Capital, LLC 304,663$17,539,47811.76%
Planned Solutions, Inc. 334,122$19,235,40611.37%
Your Advocates Ltd., LLP 374,229$21,544,33611.04%
Charles Schwab Investment Advisory, Inc. 122,628,440$7,059,719,31110.94%
Ashford Advisors, LLC 628,107$36,16110.86%
Kelman-Lazarov, Inc. 777,914$44,784,48710.77%
View complete list of SCHWAB STRATEGIC TR shareholders