Welch Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Welch Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$264,388
+7.9%
5,659
+4.5%
0.02%0.0%
Q2 2022$245,000
-15.5%
5,4160.0%0.02%
-11.8%
Q1 2022$290,000
-3.7%
5,4160.0%0.02%
-5.6%
Q4 2021$301,0005,4160.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 309,478$16,545,00011.57%
First Pacific Financial 394,415$21,085,00010.84%
Riverpoint Wealth Management Holdings, LLC 458,049$24,487,0008.48%
MOLLER WEALTH PARTNERS 435,013$23,256,0007.23%
Arlington Financial Advisors, LLC 321,074$17,165,0006.50%
WADDELL & ASSOCIATES, LLC 743,049$39,723,0006.38%
Shore Point Advisors, LLC 132,452$7,081,0006.15%
Charles Schwab Investment Advisory, Inc. 63,329,905$3,385,617,0005.38%
Clarius Group, LLC 1,015,419$56,467,0004.47%
Rainsberger Wealth Advisors, Inc. 113,233$6,053,0003.88%
View complete list of SCHWAB STRATEGIC TR shareholders