Klingman & Associates, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 171 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$228,000
-5.4%
6,4500.0%0.02%
-9.5%
Q4 2021$241,000
-3.6%
6,4500.0%0.02%
-8.7%
Q3 2021$250,000
+20.2%
6,450
+21.7%
0.02%
+15.0%
Q2 2021$208,0005,3000.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Resource Planning Group 246,160$8,709,0006.26%
Prairiewood Capital, LLC 155,224$5,492,0003.84%
Charles Schwab Investment Advisory, Inc. 50,348,057$1,781,314,0002.83%
Wade Financial Advisory, Inc 179,246$6,342,0002.72%
Sterling Financial Planning, Inc. 84,287$2,982,0001.88%
Shakespeare Wealth Management, LLC 98,331$4,866,0001.75%
RHS Financial, LLC 63,242$2,237,0001.65%
Shilanski & Associates, Inc. 108,345$3,835,0001.61%
Merriman Wealth Management, LLC 553,290$19,575,0001.61%
COLLECTIVE FAMILY OFFICE LLC 103,939$3,677,0001.40%
View complete list of SCHWAB STRATEGIC TR shareholders