D'Orazio & Associates, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
D'Orazio & Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$321,189
+32.2%
12,962
+25.0%
0.08%
+7.0%
Q3 2022$243,000
+478.6%
10,370
+687.4%
0.07%
+610.0%
Q3 2021$42,000
+4100.0%
1,317
+2763.0%
0.01%
Q1 2021$1,000
-50.0%
46
-33.3%
0.00%
-100.0%
Q2 2017$2,000690.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 536,533$14,067,8868.40%
Unison Advisors LLC 2,586,657$67,822,1627.98%
Arlington Financial Advisors, LLC 689,785$18,086,1636.41%
Charles Schwab Investment Advisory, Inc. 119,755,020$3,139,976,6134.96%
RHS Financial, LLC 251,241$6,587,5404.61%
Sebold Capital Management, Inc. 197,387$5,175,4984.23%
Pinnacle Wealth Management, LLC 124,218$3,256,9963.95%
Seven Springs Wealth Group, LLC 306,810$8,044,5593.86%
Prairiewood Capital, LLC 206,255$5,407,9993.51%
Kelman-Lazarov, Inc. 524,250$13,745,8353.25%
View complete list of SCHWAB STRATEGIC TR shareholders