Avant Capital LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Avant Capital LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,817,080
-1.5%
68,199
+1.4%
4.36%
+2.1%
Q2 2023$3,873,666
+7.1%
67,286
+2.1%
4.28%
+2.2%
Q1 2023$3,618,383
+11.2%
65,885
+8.2%
4.18%
+4.8%
Q4 2022$3,253,472
+9.8%
60,881
-1.9%
3.99%
-0.2%
Q3 2022$2,963,000
-3.0%
62,044
+3.4%
4.00%
+1.3%
Q2 2022$3,054,000
-13.1%
60,008
-0.2%
3.95%
+0.4%
Q1 2022$3,516,000
+0.2%
60,106
+0.4%
3.93%
+2.0%
Q4 2021$3,509,00059,8793.85%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 608,027$34,031,30826.66%
Northwest Bancshares, Inc. 1,989,850$111,371,90521.32%
RESTON WEALTH MANAGEMENT LLC 641,903$35,927,31218.14%
Glassman Wealth Services 1,444,951$80,873,92413.06%
Prairiewood Capital, LLC 344,532$19,283,48012.51%
Your Advocates Ltd., LLP 364,894$20,423,12212.19%
Charles Schwab Investment Advisory, Inc. 124,385,451$6,961,853,69710.99%
McAdam, LLC 2,333,308$130,595,27310.71%
ZRC WEALTH MANAGEMENT, LLC 219,768$12,300,39910.62%
Kelman-Lazarov, Inc. 794,187$44,450,65710.51%
View complete list of SCHWAB STRATEGIC TR shareholders