JNBA Financial Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$45,504
-6.9%
813
-4.2%
0.01%0.0%
Q2 2023$48,877
+4.8%
8490.0%0.01%0.0%
Q1 2023$46,628
+2.8%
8490.0%0.01%0.0%
Q4 2022$45,371
+10.7%
8490.0%0.01%0.0%
Q3 2022$41,000
-4.7%
8490.0%0.01%
-14.3%
Q2 2022$43,000
-10.4%
849
+4.4%
0.01%
+16.7%
Q1 2022$48,000
-17.2%
813
-17.4%
0.01%
-14.3%
Q4 2021$58,000
+18.4%
984
+9.3%
0.01%0.0%
Q3 2021$49,0000.0%9000.0%0.01%0.0%
Q2 2021$49,000
+4.3%
9000.0%0.01%0.0%
Q1 2021$47,000
+14.6%
9000.0%0.01%0.0%
Q4 2020$41,000
+51.9%
900
+26.8%
0.01%
+40.0%
Q3 2020$27,000
+3.8%
7100.0%0.01%
-16.7%
Q2 2020$26,000
-16.1%
710
-29.1%
0.01%
-14.3%
Q1 2020$31,0001,0010.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 608,027$34,031,30826.66%
Northwest Bancshares, Inc. 1,989,850$111,371,90521.32%
RESTON WEALTH MANAGEMENT LLC 641,903$35,927,31218.14%
Glassman Wealth Services 1,444,951$80,873,92413.06%
Prairiewood Capital, LLC 344,532$19,283,48012.51%
Your Advocates Ltd., LLP 364,894$20,423,12212.19%
Charles Schwab Investment Advisory, Inc. 124,385,451$6,961,853,69710.99%
McAdam, LLC 2,333,308$130,595,27310.71%
ZRC WEALTH MANAGEMENT, LLC 219,768$12,300,39910.62%
Kelman-Lazarov, Inc. 794,187$44,450,65710.51%
View complete list of SCHWAB STRATEGIC TR shareholders