MCF Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MCF Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$132,039
+18.9%
2,723
+23.7%
0.01%
+20.0%
Q2 2023$111,042
+3.7%
2,2010.0%0.01%0.0%
Q1 2023$107,123
+4.2%
2,2010.0%0.01%0.0%
Q4 2022$102,831
-27.6%
2,201
-34.3%
0.01%
-37.5%
Q3 2022$142,000
+46.4%
3,351
+56.7%
0.02%
+60.0%
Q2 2022$97,000
-26.5%
2,138
-13.2%
0.01%
-16.7%
Q1 2022$132,000
+780.0%
2,464
+780.0%
0.01%
+500.0%
Q3 2021$15,000
-57.1%
280
-56.5%
0.00%
-50.0%
Q2 2021$35,000
+150.0%
644
+15.2%
0.00%
+100.0%
Q1 2020$14,000
-36.4%
5590.0%0.00%
-33.3%
Q4 2019$22,000
+4.8%
5590.0%0.00%0.0%
Q3 2019$21,0000.0%5590.0%0.00%0.0%
Q2 2019$21,0005590.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
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 WEALTH PARTNERS 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