Legacy Private Trust Co. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$324,000
-0.6%
10,0420.0%0.02%
+4.2%
Q4 2021$326,000
-1.2%
10,0420.0%0.02%
-11.1%
Q3 2021$330,000
-1.2%
10,0420.0%0.03%
-3.6%
Q2 2021$334,00010,0420.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
BRR OpCo, LLC 3,145,890$79,119,0009.72%
Von Berge Wealth Management Group, LLC 283,870$7,259,0007.72%
Arlington Financial Advisors, LLC 538,057$13,532,0006.87%
RHS Financial, LLC 306,906$7,719,0006.86%
MFA WEALTH ADVISORS, LLC 729,624$18,350,0006.80%
Lee Financial Co 1,427,139$35,893,0006.71%
Opes Wealth Management LLC 636,060$15,997,0006.40%
Charles Schwab Investment Advisory, Inc. 129,381,902$3,253,955,0005.95%
Prairiewood Capital, LLC 285,024$7,168,0005.91%
STUDIO INVESTMENT MANAGEMENT LLC 606,263$15,247,514,0005.49%
View complete list of SCHWAB STRATEGIC TR shareholders