SVB WEALTH LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 155 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. 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$207,000
-8.4%
5,543
-5.2%
0.00%0.0%
Q3 2021$226,000
-1.7%
5,8480.0%0.00%0.0%
Q2 2021$230,000
+7.0%
5,848
+2.0%
0.00%0.0%
Q1 2021$215,0005,7320.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
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