Paragon Capital Management Ltd - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 215 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Paragon Capital Management Ltd ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$223,090
-41.5%
6,418
-40.3%
0.04%
-39.7%
Q1 2024$381,40910,7530.07%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2024
NameSharesValueWeighting ↓
Resource Planning Group 226,136$6,149,0005.35%
Prairiewood Capital, LLC 147,918$4,022,0003.32%
Charles Schwab Investment Advisory, Inc. 55,993,936$1,522,475,0002.78%
Wade Financial Advisory, Inc 191,911$5,218,0002.61%
Sterling Financial Planning, Inc. 78,188$2,126,0001.49%
Opes Wealth Management LLC 123,732$3,364,0001.34%
COLLECTIVE FAMILY OFFICE LLC 97,197$2,643,0001.32%
EXENCIAL WEALTH ADVISORS, LLC 732,340$19,912,0001.20%
Clarius Group, LLC 430,724$11,711,0001.17%
Shakespeare Wealth Management, LLC 77,067$2,095,0000.88%
View complete list of SCHWAB STRATEGIC TR shareholders