Transamerica Financial Advisors, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$10.0%10.0%0.00%
Q3 2023$10.0%10.0%0.00%
Q2 2023$10.0%10.0%0.00%
Q1 2023$10.0%10.0%0.00%
Q4 2022$1
-99.9%
10.0%0.00%
Q3 2022$1,0000.0%1
-97.4%
0.00%
Q2 2022$1,000380.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 912,412$24,982,0008.62%
Elgethun Capital Management 459,862$12,555,0006.68%
McAdam, LLC 521,935$14,291,0003.89%
RHS Financial, LLC 113,983$3,121,0003.68%
HHM Wealth Advisors, LLC 200,973$5,503,0003.13%
Lee Financial Co 428,512$11,733,0002.64%
FOSTER & MOTLEY INC 624,619$17,102,0002.33%
Relaxing Retirement Coach 273,299$7,483,0002.31%
Premia Global Advisors, LLC 44,659$1,223,0002.11%
Charles Schwab Investment Advisory, Inc. 43,740,859$1,197,624,0001.84%
View complete list of SCHWAB STRATEGIC TR shareholders