J.P. Morgan Private Wealth Advisors LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

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Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$842,125
+0.1%
15,046
+2.9%
0.00%
-50.0%
Q2 2023$841,386
-4.1%
14,615
-8.5%
0.00%
+100.0%
Q1 2023$877,017
-0.3%
15,969
-3.0%
0.00%0.0%
Q4 2022$879,462
+86.3%
16,457
+66.4%
0.00%
+100.0%
Q3 2022$472,000
-27.3%
9,889
-22.4%
0.00%
-50.0%
Q2 2022$649,000
+18.2%
12,743
+35.9%
0.00%
+100.0%
Q1 2022$549,000
+4.0%
9,380
+4.1%
0.00%0.0%
Q4 2021$528,000
-27.9%
9,008
-33.6%
0.00%
-50.0%
Q3 2021$732,000
+15.5%
13,560
+17.0%
0.00%0.0%
Q2 2021$634,000
+201.9%
11,587
+185.4%
0.00%
+100.0%
Q1 2021$210,000
-18.3%
4,060
-32.4%
0.00%0.0%
Q4 2019$257,000
+15.2%
6,010
+6.4%
0.00%0.0%
Q3 2019$223,000
-1.8%
5,650
-5.7%
0.00%0.0%
Q1 2019$227,000
-81.9%
5,992
-83.8%
0.00%
-87.5%
Q4 2018$1,254,000
-11.3%
36,906
+3.6%
0.01%
+14.3%
Q3 2018$1,414,000–35,637–0.01%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 608,027$34,031,30826.66%
Northwest Bancshares, Inc. 1,989,850$111,371,90521.32%
RESTON WEALTH MANAGEMENT LLC 641,903$35,927,31218.14%
Glassman Wealth Services 1,444,951$80,873,92413.06%
Prairiewood Capital, LLC 344,532$19,283,48012.51%
Your Advocates Ltd., LLP 364,894$20,423,12212.19%
Charles Schwab Investment Advisory, Inc. 124,385,451$6,961,853,69710.99%
McAdam, LLC 2,333,308$130,595,27310.71%
ZRC WEALTH MANAGEMENT, LLC 219,768$12,300,39910.62%
Kelman-Lazarov, Inc. 794,187$44,450,65710.51%
View complete list of SCHWAB STRATEGIC TR shareholders