Live Your Vision, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Live Your Vision, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2019$86,000
-64.5%
2,995
-66.6%
0.03%
-67.9%
Q4 2018$242,000
+476.2%
8,963
+520.3%
0.08%
+523.1%
Q3 2018$42,000
+600.0%
1,445
+559.8%
0.01%
+550.0%
Q1 2017$6,0000.0%219
-18.6%
0.00%
-33.3%
Q4 2016$6,0002690.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 567,704$14,788,6778.11%
Unison Advisors LLC 2,795,486$72,822,4008.09%
Charles Schwab Investment Advisory, Inc. 116,393,564$3,032,052,3384.83%
RHS Financial, LLC 221,709$5,775,5164.39%
Kelman-Lazarov, Inc. 498,394$12,983,1643.37%
Prairiewood Capital, LLC 188,465$4,909,5243.33%
Seven Springs Wealth Group, LLC 251,774$6,558,7003.24%
Waterford Advisors, LLC 221,152$5,7613.12%
FOSTER & MOTLEY INC 1,385,533$36,0932.94%
Sebold Capital Management, Inc. 141,025$3,673,7112.90%
View complete list of SCHWAB STRATEGIC TR shareholders