ASSETMARK, INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 475,605$15,267,00011.28%
BRR OpCo, LLC 2,851,838$91,544,00010.97%
Treybourne Wealth Planners, Inc. 455,019$14,606,00010.12%
MFA WEALTH ADVISORS, LLC 599,732$19,257,0009.34%
Opes Wealth Management LLC 697,687$22,396,0008.74%
Prairiewood Capital, LLC 267,323$8,581,0007.87%
Arlington Financial Advisors, LLC 496,949$15,952,0006.47%
Charles Schwab Investment Advisory, Inc. 101,298,647$3,251,686,0006.12%
Callan Capital, LLC 1,040,649$33,405,0006.08%
PRW Wealth Management LLC 368,397$11,826,0005.80%
View complete list of SCHWAB STRATEGIC TR shareholders