JNBA Financial Advisors - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$5,163
-3.7%
940.0%0.00%0.0%
Q1 2024$5,361
+3.0%
940.0%0.00%0.0%
Q4 2023$5,203
+14.1%
940.0%0.00%0.0%
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$2,000–94–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 314,534$13,374,00011.02%
WADDELL & ASSOCIATES, LLC 1,177,940$50,086,0009.69%
First Pacific Financial 382,321$16,256,0009.34%
Riverpoint Wealth Management Holdings, LLC 474,157$20,161,0008.58%
MOLLER WEALTH PARTNERS 464,305$19,742,0007.11%
Charles Schwab Investment Advisory, Inc. 86,399,960$3,673,726,0006.72%
Arlington Financial Advisors, LLC 311,016$13,224,0006.72%
Shore Point Advisors, LLC 130,323$5,541,0005.41%
Clarius Group, LLC 1,063,903$45,237,0004.52%
JANICZEK WEALTH MANAGEMENT, LLC 232,322$10,152,0003.31%
View complete list of SCHWAB STRATEGIC TR shareholders