Garrison Asset Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Garrison Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$293
-99.9%
5,3290.0%0.18%
+1.1%
Q3 2022$255,000
-5.9%
5,3290.0%0.18%
-1.1%
Q2 2022$271,000
-13.1%
5,3290.0%0.18%
+3.4%
Q1 2022$312,0005,3290.18%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 773,458$42,324,00014.77%
Glassman Wealth Services 1,288,371$70,500,00014.75%
Planned Solutions, Inc. 345,547$18,908,00013.08%
Arlington Financial Advisors, LLC 552,390$30,227,00011.48%
McAdam, LLC 1,689,513$93,092,00010.56%
Prairiewood Capital, LLC 180,720$9,889,0008.45%
Ashford Advisors, LLC 402,174$22,006,0008.36%
Charles Schwab Investment Advisory, Inc. 85,152,872$4,659,565,0007.98%
Consolidated Planning Corp 163,483$8,945,0006.62%
Resonant Capital Advisors, LLC 588,680$32,213,0006.23%
View complete list of SCHWAB STRATEGIC TR shareholders