NewSquare Capital LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 30.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$7,0692130.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Opes Advisors Inc 361,297$12,992,0009.25%
O'Dell Group, LLC 184,550$6,636,0004.85%
Arlington Financial Advisors, LLC 200,662$7,637,0003.60%
Charles Schwab Investment Advisory, Inc. 27,763,487$998,375,0003.59%
Ackerman Capital Advisors, LLC 169,859$5,921,0002.51%
Sharkey, Howes & Javer 109,165$3,926,0002.29%
Cribstone Capital Management, LLC 116,276$4,181,0001.97%
First Capital Advisors Group, LLC. 84,834$3,051,0001.92%
Live Your Vision, LLC 141,564$5,312,0001.78%
Vigilant Capital Management, LLC 347,823$12,508,0001.64%
View complete list of SCHWAB STRATEGIC TR shareholders