Summit Financial Strategies, Inc. - 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
Summit Financial Strategies, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$203,000
-7.7%
3,648
-28.8%
0.04%
-48.7%
Q4 2020$220,000
-35.3%
5,123
-61.1%
0.08%
-58.7%
Q1 2020$340,000
+16.0%
13,157
+47.5%
0.18%
+12.2%
Q4 2018$293,0008,9220.16%
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 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