Sonora Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 36 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sonora Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$19,000689
+17125.0%
0.00%
Q3 2020$04
-42.9%
0.00%
Q2 2020$0
-100.0%
7
-92.7%
0.00%
Q1 2020$2,000
-33.3%
96
+3.2%
0.00%
Q4 2019$3,00093
+481.2%
0.00%
Q2 2019$0
-100.0%
16
-95.8%
0.00%
-100.0%
Q1 2019$11,000
-99.9%
381
+4.1%
0.00%
-50.0%
Q2 2016$7,809,0003660.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2016
NameSharesValueWeighting ↓
Elgethun Capital Management 645,481$19,849,0007.72%
Lee Financial Co 928,771$28,560,0006.77%
Your Advocates Ltd., LLP 280,337$8,620,0006.37%
Charles Schwab Investment Advisory, Inc. 88,815,823$2,731,087,0005.14%
Kelman-Lazarov, Inc. 386,361$11,881,0004.24%
Prairiewood Capital, LLC 128,663$3,956,0003.63%
Charles Schwab Trust Co 530,415$16,273,0003.37%
McAdam, LLC 639,375$19,661,0002.77%
FOSTER & MOTLEY INC 1,073,457$33,009,0002.75%
RHS Financial, LLC 98,195$3,020,0002.52%
View complete list of SCHWAB STRATEGIC TR shareholders