SVB WEALTH LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$216,000
-12.9%
6,956
-9.7%
0.00%
+33.3%
Q3 2021$248,000
-0.4%
7,7060.0%0.00%0.0%
Q2 2021$249,000
+9.2%
7,706
+3.8%
0.00%0.0%
Q1 2021$228,0007,4250.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 605,467$14,192,0008.51%
Elgethun Capital Management 712,684$16,705,0006.68%
Charles Schwab Investment Advisory, Inc. 112,101,100$2,627,650,0004.81%
Kelman-Lazarov, Inc. 522,864$12,256,0004.17%
RHS Financial, LLC 170,623$3,999,0003.56%
FOSTER & MOTLEY INC 1,519,133$35,608,0003.38%
Northland Capital Management LLC 152,698$3,579,0003.36%
Prairiewood Capital, LLC 165,540$3,880,0003.20%
Morningstar Investment Management LLC 455,773$10,683,0003.09%
Seven Springs Wealth Group, LLC 231,500$5,426,0002.95%
View complete list of SCHWAB STRATEGIC TR shareholders