JNBA Financial Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,559
-25.9%
94
-23.0%
0.00%0.0%
Q2 2023$6,155
+3.7%
1220.0%0.00%0.0%
Q1 2023$5,938
-28.2%
122
-31.1%
0.00%0.0%
Q4 2022$8,269
+3.4%
1770.0%0.00%0.0%
Q3 2022$8,0000.0%1770.0%0.00%0.0%
Q2 2022$8,0000.0%177
+18.8%
0.00%0.0%
Q1 2022$8,0000.0%1490.0%0.00%0.0%
Q4 2021$8,000
+60.0%
149
+58.5%
0.00%0.0%
Q3 2021$5,0000.0%940.0%0.00%0.0%
Q2 2021$5,0000.0%940.0%0.00%0.0%
Q1 2021$5,000
+25.0%
940.0%0.00%0.0%
Q4 2020$4,000
+33.3%
940.0%0.00%0.0%
Q3 2020$3,0000.0%940.0%0.00%0.0%
Q2 2020$3,000
+50.0%
940.0%0.00%
Q1 2020$2,000940.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 455,135$22,069,48114.32%
First Pacific Financial 412,068$19,981,1708.91%
WADDELL & ASSOCIATES, LLC 1,245,374$60,388,1948.83%
Riverpoint Wealth Management Holdings, LLC 498,793$24,186,4837.98%
MOLLER FINANCIAL SERVICES 512,926$24,871,7647.90%
Charles Schwab Investment Advisory, Inc. 92,295,729$4,475,419,9177.06%
Arlington Financial Advisors, LLC 365,491$17,722,6426.28%
Shore Point Advisors, LLC 145,601$7,060,1705.11%
Clarius Group, LLC 1,098,625$53,272,3075.08%
JANICZEK WEALTH MANAGEMENT, LLC 325,841$15,800,0254.16%
View complete list of SCHWAB STRATEGIC TR shareholders