Cerity Partners LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$495,979
+76.6%
18,524
+71.9%
0.00%
+100.0%
Q1 2023$280,870
-8.2%
10,777
-17.5%
0.00%
-75.0%
Q3 2022$306,000
+39.7%
13,070
+73.1%
0.00%
+33.3%
Q1 2022$219,0007,5500.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 536,533$14,067,8868.40%
Unison Advisors LLC 2,586,657$67,822,1627.98%
Arlington Financial Advisors, LLC 689,785$18,086,1636.41%
Charles Schwab Investment Advisory, Inc. 119,755,020$3,139,976,6134.96%
RHS Financial, LLC 251,241$6,587,5404.61%
Sebold Capital Management, Inc. 197,387$5,175,4984.23%
Pinnacle Wealth Management, LLC 124,218$3,256,9963.95%
Seven Springs Wealth Group, LLC 306,810$8,044,5593.86%
Prairiewood Capital, LLC 206,255$5,407,9993.51%
Kelman-Lazarov, Inc. 524,250$13,745,8353.25%
View complete list of SCHWAB STRATEGIC TR shareholders