ASSETMARK, INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,900
-40.4%
60
-41.2%
0.00%
Q1 2023$3,190
-97.4%
102
-97.6%
0.00%
-100.0%
Q4 2022$121,513
+614.8%
4,180
+693.2%
0.00%
Q1 2022$17,000
-50.0%
527
-48.1%
0.00%
Q2 2021$34,000
+277.8%
1,016
+244.4%
0.00%
Q4 2020$9,0002950.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
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